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BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...

An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...

Friends, we're going to be rolling out a major new blockchain education initiative in the coming weeks and we want your participation, too!  Check out Steve Lupien's interview today in my "Fintech & Philosophy" zoomcast to learn more and look for more info on this world-changing initiative in the coming weeks!! READ UP!

Remember the hit television show "Seinfeld?" The "show about nothing?" The show starred Jerry Seinfeld as a stand-up comedian (he really is) whose life...

Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.

By Christopher Hamman The crypto space remained indifferent to moves by the regulatory agencies to stifle growth and adoption.  Brian Armstrong, Coinbase's CEO, hit...

Here's an example of when ‘making a list’ isn’t a good thing. According to Crunchbase news, more than 139,690 workers at...

After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...