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Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.

BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

It may not be big news that the ability to tokenize assets like art, all kinds of collectables...

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

By Gregory Bilecki TWIDW 4/4/22: Russia and Ukraine updates, Senator Warren is starting to worry...