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WEALTHTECH INSIDER: Advisors Shouldn’t Be Afraid To Talk Taxes
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.
What Is a Digital Automation Platform?
What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.
Top 5 VC Deals of the Week in Digital Wealth (6/7/22)
Friends, we're back this week with a highly unusual top 5 list for the column. We...
The Week in Digital Wealth (6/7/22)
Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.
Advisor Tech Talk (5/31/22)
By Christopher Robbins
There are several different aphorisms attributed to various philosophers that all...
Advisor Tech Talk (5/18/22)
By Christopher Robbins
I’m still an optimist
To borrow a bit from...
Fintech Corner: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
Top 5 VC Deals of the Week in Digital Wealth (4/26/22)
Fintech VC keeps truckin' and we have more MAJOR deals to review this week, every one, once again,...
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...
JIFFY.ai Raises $53 Million in Funding as Part of Series B Round
PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...