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

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

Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.

Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.

As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

Fidelity Investments has opined that governments, and even a central bank, could buy bitcoin in 2022.

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving.