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PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...

One of the main characteristics of a Gray Swan event (or events) is that, before an actual event is fully recognized, it is pretty clear and obvious to most people. But, reality being reality, most people will ignore the obvious, or refuse to believe that such a Gray Swan event could actually happen.

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

This Bitcoin vs Gold debate seems like an age-old argument but in reality it’s only a few years old. Of course, gold has been around 5,000 years and bitcoin only a little over 12 years so it’s not a really fair (certainly not to gold) comparison.

As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

LDER, CO and NEW YORK, NY / ACCESSWIRE / February 16, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced that Clout by TIFIN is partnering with Commonwealth Financial Network® and Sanctuary Wealth to provide personalized marketing to attract and engage the next generation of advisors and clients.

David Gamble didn’t see himself in the financial industry, let alone in the digital assets space but in 2014, while serving as a research intern for a U.S. Department of Energy project, he began to learn about crypto.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced its WealthTech division, TIFIN Wealth, is combining several of its current capabilities to launch a new platform TIFIN Grow.

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