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December 15, 2023
Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis.
August 4, 2023
Also, Advisor360 announces several client portal and platform updates.
July 28, 2023
J.P. Morgan declined to disclose the terms of the latest investment in TIFIN.AI but did confirm it is the lead investor.
June 9, 2023
A new board has been created which is independent from the parent company.
May 12, 2023
Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors.
February 3, 2023
This week, Orion announced they were making it easier for those in need of free financial planning to find help.
December 6, 2022
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and...
December 6, 2022
/PRNewswire/ -- TIFIN, the wealth AI platform known for its engaging experiences to enable better outcomes, has launched a new platform, TIFIN AMP, that...
November 16, 2022
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing digital media platform featuring commentary, insights and analysis for the wealth management...