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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.

The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end. Headlines...

Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow. Headlines to take...

Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!

Product launches moved the needles with a light regulatory touch keeping things in check. That said, governments let the private sector take the driver's...

With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...