Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform
CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...
LaSalle St. Opens Technology Learning Center
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....
In One Word: Trust
IMPACT
“Do you have a minute?” asked your manager.
You must have...
Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live
AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.
Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms
CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
d1g1t Adds Three U.S. Senior Leaders, Continues Breakneck Growth
Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.
DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients
The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...