base - search results

If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...

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.

By Gregory Bilecki TWIDW 3/14/22: A friendly reminder, Russia & Ukraine updates, Biden signs a...

PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...

We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and perils of NFTs. And that's just getting started. Then we delve into the fintech ramifications for the Ukraine/Russia conflict and wrap it all up in a bow with several eye-opening Gray Swan scenarios. Read Up!

One of the main characteristics of a Gray Swan event (or events) is that, before an actual event is fully recognized, it is pretty clear and obvious to most people. But, reality being reality, most people will ignore the obvious, or refuse to believe that such a Gray Swan event could actually happen.

Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.

Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...