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In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”

Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Each week we find a new topic for our readers to learn about in our AI Education column.  As we try to help people learn more about...

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

Each week we find a new topic for our readers to learn about in our AI Education column.  Science fiction author Philip K. Dick titled one of...