anthropic - search results

Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.

TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming.  We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!

The nonprofit industry is evolving. Blockchain technology, philanthropic tokens, NFTs, and the blockchain community can provide benefits to help the nonprofits keep up.

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...