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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.

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 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. 

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.

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.

Now that financial markets have entered into long term bear market declines (yes, 'tis true....bear markets exist) it...

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.

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.

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.