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Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

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...

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.

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.