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By Christopher Robbins Just as volatility, recession and inflation have become part of the...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

By Crystal Andrus, JIFFY.ai About a year ago, I took a leap of faith.  I...

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.

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

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

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 hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP!

BOZEMAN, Mont., May 25, 2022 /PRNewswire/ -- Digital Wealth News, a multi-tiered media platform spotlighting news, thought leadership, partner content and...

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