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Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint...

Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...

TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...

BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...

The confluence of market turbulence and inflation has magnified the anxieties of retirees and near-retirees worried about running out of money. Sound Income Group,...

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

BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...

By Christopher Hamman The digital wealth sector has, once again, had a very busy week on all fronts.  In...

Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...