Tifin Group Raises $22.3M Series B To Incubate AdvisorTech Innovation.
May 3, 2021
This month's edition kicks off with the big news that Tifin Group has raised $22M in Series B…
J.P. Morgan Asset Management agrees to acquire 55ip – a pioneer in delivering tax-smart investment strategies through model portfolios
December 2, 2020
J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to…
Magnifi Featured On CNBC Squawk Box
August 14, 2020
How search engine Magnifi is helping investors shop for investments Vinay Nair, Magnifi founder,…
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