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Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just because they haven't happened doesn't mean they won't.

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

This year, as crypto markets reeled from a months-long fit of volatility & the collapse of the Terra stablecoin, Davos served as an exhibit of the growth, maturity, and prominence of the blockchain ecosystem.

In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.

Friends, we're back this week with a highly unusual top 5 list for the column. We...

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.