ppro - search results

BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...

The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.