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Press Release 3

THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip

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THE TIFIN GROUP today announced that its portfolio company, 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale, has entered into a definitive agreement to be acquired by J.P. Morgan Asset Management.

55ip and BlackRock partner to make the move to model portfolios “less taxing”

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Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...

2023 | Advisor Tech Talk-Year in Review, Part 1

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Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Advisor Tech Talk (Week of 8/01/23)

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It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...

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Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...

Advisor Tech Talk (Week of 2/14/23)

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Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

Advisor Tech Talk (1/17/23)

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The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...

The Week in Digital Wealth (1/17/23)

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By Christopher Hamman Things picked up steam last week as everyone settled down and business as usual returned.  The...

Advisor Tech Talk (6/7/22)

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By Christopher Robbins As a news writer, it frustrates me to no end that...

Insurtech Played Catch-Up During Covid-19 – It’s A Digital World Now, Says Ensight

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Today, every financial service experience out there, whether it’s financial planning software like eMoney or MoneyGuidePro, or the technology in our 401(k) account, all the way to our investment accounts is consumer-centric and driven by a digital experience. The last bastion is in what we would call complex insurance products.