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BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...

Blockchange, Inc.,  a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.

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

TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...

Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...