forward - search results

The frenzy has cooled. Speculation has subsided (for now anyway). Losses have mounted. So after over a decade...

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.

Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

Hello VC Friends! WELL......this was an interesting week. So much going on politically and within...

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.

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.

Friends, we'd be remiss not to acknowledge that as we write this, oil has hit a new...

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

By Crystal Andrus, JIFFY.ai Early in my career, I had a fantastic mentor. He quickly...

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.