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Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.

Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.

Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.

Friends, this week the VC numbers ratcheted down QUITE a bit in the fintech sector. What gives with that? It's probably coincidental that it has coincided in some part with the dramatic stock market declines in the US this week, because these deals take some time to close, but still, the coincidental timing is quite curious.

IT APPEARS THAT BITCOIN AND ETH ARE NOT CURRENTLY ON ANYONE'S "TO DO LIST." THAT IS NOT ALL BAD. WHEN NOBODY IS LOOKING, THAT'S TIME TO TAKE NOTICE.

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

BIGGEST "GIGGLE" OF 2022 SO FAR? FED CHAIR POWELL TESTIFIED TODAY THE FED WOULD NOT LET INFLATION TAKE ROOT. AND, HE SAID IT WITH A STRAIGHT FACE.

Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort