Home Search
unit - search results
If you're not happy with the results, please do another search
Top 5 VC Deals of the Week in Digital Wealth (6/28/22)
Hello VC Friends! WELL......this was an interesting week. So much going on politically and within...
What Is a Digital Automation Platform?
What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.
WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors
HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...
The Week in Digital Wealth (6/21/22)
By Christopher Robbins
This was another busy week in digital wealth—with huge announcements coming...
Advisor Tech Talk (6/21/22)
By Christopher Robbins
It was a busy week for financial markets as reactions to...
Leap Launches Full-Services Website and Digital Education Platform
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched
its full-service website. Leap’s site includes access to free financial education resources and
information regarding its customized Home Equity Agreements (HEAs).
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.
EPISODE 63: Why Every Company will Soon be Doing Business in the Metaverse
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
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.
WHITEPAPER: Growing Your Advisory Business During a Recession
Introduction
The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...