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DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.

Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.

By Michael Partnow Lessons learned from the Nathan's Hot Dog Eating Contest: Find your niche no matter how obscure or different.  We each have our...

Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management needs.

The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....

Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success. Beyond...

At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

This House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now...

Not during the day. Talking about the vodka. But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...