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BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...

BOZEMAN, Mont., Sept. 20, 2022 -- Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with...

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

With all the turmoil in global financial markets wreaking havoc across multiple asset classes, certainly including cryptocurrencies, perhaps...

RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't. 

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

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including a broad array of financial institutions, wealth managers, and lenders, enhancing consumers’ financial management and control as cryptoasset investing reaches the mainstream.

June 02, 2021 10:00 AM Eastern Daylight Time OMAHA, Neb.--(BUSINESS WIRE)--Eager to improve the advisor-client...