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Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...

By Christopher Robbins It was a busy week for financial markets as reactions to...

The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial education resources and information regarding its customized Home Equity Agreements (HEAs).

JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

Cryptocurrency has always been volatile with regards to its fiat-comparative value.  It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires.  With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come.  Crypto and NFT adoption is still just getting started.

With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...