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Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!

Well, not really a surprise. The biggest surprise is that this latest financial crisis has taken so long...

Friends, we'd be remiss not to acknowledge that as we write this, oil has hit a new...

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

By Christopher Robbins As an older Millennial, I love my technology.

By Crystal Andrus, JIFFY.ai About a year ago, I took a leap of faith.  I...

Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

By Crystal Andrus, JIFFY.ai Early in my career, I had a fantastic mentor. He quickly...

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.