Thought Leaders

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.

Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a beautiful holiday season.  We have so much to be thankful for.  READ UP!

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.

What's new? CHINA......first its Elon Musk and then here comes China.........China stomps its big foot and basically shuts down BITCOIN mining in China causing BITCOIN to plunge (down 25% week on week).........Panic hits the crypto market, BITCOIN trades under $30K.........ETH drops under $2,000 (off 30%+ week on week)

Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

This week we begin with a new post from our Editorial Direct Garrett Baldwin for his weekly cybersecurity series, pointing out that cybercrime is actually a business model and advisors need to make sure third party vendors have vigorous defense mechanisms in place to protect their own clients and their assets...

Friends, in this week's edition of DWN, we ponder whether AI is the new Bitcoin, delve into the latest declarations from BTC enthusast Michael Saylor, and so much more. READ UP!!