options - search results

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

By Crystal Andrus, JIFFY.ai About a year ago, I took a leap of faith.  I...

By Christopher Robbins As a news writer, it frustrates me to no end that...

Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...

Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.

IMPACT “Do you have a minute?” asked your manager.  You must have...

New trends are beginning to emerge in the fintech VC realm, foremost, the investment in NFT platforms and...

By Gregory Bilecki TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...