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REAL CLEAR CRYPTO: Where’s the Bottom?
This is the third time now that retail investors have been on the receiving end of a cryptocurrency exchange or centralized lender going bankrupt. Regulators have dropped the ball, clearly.
Rethink. Financial Advice Podcast: Rethinking 65 Retirement Realities Featuring Keena Pettijohn & Dorothy Hinchcliff
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as...
REAL CLEAR CRYPTO: What is Tokenization and Why Does It Matter In Real Estate?
Real estate tokenization continues to grow. according to a Moore Global report in August 2021. Tokenization can simplify the very complex nature of real estate investing through blockchain technology.
AI ILLUMINATIONS: How The “Autonomous Enterprise” Will Change Wealth Management For The Better
JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.
Will Artificial Intelligence Make You a Better Prospector?
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.
The “Nifty Fifty?” Where Are They Now & Why Does It Matter in 2022?
Now that financial markets have entered into long term bear market declines (yes, 'tis true....bear markets exist) it...
DWN Op-Ed: Biden’s War on Digital Assets: Part One – The Battle for Your...
In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.
WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better
All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.
WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective
While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.