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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...

Better late than never. Looks like that's the thinking over at JPMorgan. For the very first time in its 222 year history, the banking giant has decided to open its first international expansion. So with a big jump "across the pond," JPM is set to launch its new digital bank...... Chase..... in the UK next week. The official announcement is expected next Tuesday (28th).

The TIFIN GROUP, a fintech platform with ten active operating companies for the asset and wealth management industry, today announced the closing of $22.3 million in series B funding and the addition of three strategic investors to its capital partner group

Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher

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.

  Hello, friends, welcome to a holiday week- and vacation-truncated Advisor Tech Talk, where we will run down all of the recent financial advisor...

Sure, artificial intelligence could help us do more. It might also make us stupid.  Welcome to another AI & Finance, where it was, well, a...

  To work in an age of ultra-disruptive technology is to embrace a future of above average uncertainty.  AI might just come in and...

  We say it a lot, but boy, was it a busy week for wealthtech. We hope you enjoy this edition of...

There was sustained investor interest in enterprise infrastructure and AI-powered automation platforms serving financial institutions and large corporations. Capital deployment reflected a clear preference...