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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.

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

The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors, who won't to be happy when they see their quarterly statements.

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...