PALO ALTO, CA – [MARCH 9, 2022] – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised $53…
U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. E…
We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and peril…
One of the main characteristics of a Gray Swan event (or events) is that, before an actual event is fully recognized, it is pretty clear and obvious to most people. But,…
Seeing a bit of a pullback this week in the megadeals of fintech. In prior editions, we've seen EVERY deal at $200M+. This week, only our largest deal hit that number.…
Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with con…
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within a credit union branch have unique needs. These professionals ne…
Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.
Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and an…
Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investo…
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and modern finance through original coverage of the tidal wav…
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long mar…