Si Katara, Founder and CEO of Tapp Finance (also known as robo-advisors). As these robo-advisors become more sophisticated, they are leveling the playing field, providing access to professional wealth ...

This latest futurist forecast by the Tofflers, the husband-and-wife authors of Future Shock, anxiously surveys hundreds of technological, economic and social developments, including globalization, the ...

The blockchain revolution in the wealth management landscape is already underway, and offers a more secure and transparent means for individuals and organizations to build a more sustainable economic ...

Mark "Almachize" Salazar's journey from college dropout to founder of Chosen Few and Alchemy Academy demonstrates how rejecting societal conditioning and pursuing financial sovereignty through ...

(MENAFN- GetNews) With the growing sophistication of Indian investors and a dramatic increase in household savings, wealth management in India is no longer the domain of legacy players alone. A new ...

Uniting Wealth Partners is a registered investment advisor (RIA) offering a differentiated, exclusive model for advisors. Founded by industry veterans to be owned and run by advisors, Uniting Wealth ...

It may be a bear market, but the demand and need for financial advice has never been greater. The industry continues to build and design tech solutions around productivity and efficiency, but the ...

SAN FRANCISCO, Oct. 25, 2024 /PRNewswire/ -- Taoshi, a leader in decentralized finance, today announced the launch of Glitch, a first-of-its-kind SaaS platform poised to revolutionize financial ...

Si Katara, Founder and CEO of TappAlpha. The wealth management industry has witnessed significant changes in recent years, driven in part by the rapid advancement of technology and the emergence of ...