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THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip
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”
Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
2023 | Advisor Tech Talk-Year in Review, Part 1
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)
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...
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)
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)
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)
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)
By Christopher Robbins
As a news writer, it frustrates me to no end that...