Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Broadridge will integrate with and provide distribution for TIFIN solutions including Positivly, Magnifi, Louise, and Totum, each of which addresses friction in the wealth tech industry. The first product to be distributed through Broadridge is Positivly, an advice personalization platform that enables advisors to tailor proposals and portfolios to each client’s unique and holistic financial personality. Advisors will benefit from accelerated practice growth, as they attract and retain more investors who value personalization, instead of one-size-fits-all portfolios. Positivly will be available alongside Broadridge’s premium digital marketing offering including websites and personalized digital content.
TIFIN Group Launches $100 Million Financial Media Acquisition Spree
Under the moniker FinancialAnswers.io, the Group has embarked on what is projected to be a $100 million acquisitions spree of financial media properties—more specifically “media firms with high quality, engaged audiences.”
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
The TIFIN GROUP, a fintech platform with over ten active operating companies for the asset and wealth management industry, announced the launch of FinancialAnswers.io.
FinancialAnswers.io is a new type of fintech platform that aims to transform financial media through the addition of data science and actionable fintech tools. FinancialAnswers.io is being launched with the acquisition of The Adam Mesh Trading Group. AMTG is a publisher of more than 25 financial education and investing newsletters and courses since 2006, with more than 11,000 paying subscribers and over 1 million registered users. Adam Mesh will continue to lead AMTG while also joining as a partner at financialanswers.io. Terms of the deal were not disclosed.
Fintech Luminaries – Meet Niharika Shah of Clout
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers.
Tifin Group Raises $22.3M Series B To Incubate AdvisorTech Innovation.
This month’s edition kicks off with the big news that Tifin Group has raised $22M in Series B capital, shortly off the heels of its acquisition of Totum Risk and MyFinancialAnswers and its sale of 55IP to JP Morgan, in an ongoing effort to acquire smaller AdvisorTech companies, add both capital and additional developer resources, and try to incubate them to the next level of success in a world where most AdvisorTech solutions start out as undercapitalized “homegrown” solutions from advisors themselves.
Magnifi to Introduce New Technology to Discover Investments in Collaboration with the New York Stock Exchange
Magnifi, a TIFIN GROUP company, and the world’s first natural-language powered investment marketplace announced today the deployment of its interactive search technology in collaboration with the New York Stock Exchange (NYSE), the world’s largest stock exchange. With the Investment Portal, investors can now access Magnifi’s natural language-based search wherever they find content related to investing, using it to discover NYSE-listed ETFs that meet any of their investment needs or preferences in a way not possible before.
THE TIFIN GROUP Closes Series B Round with J.P. Morgan, Morningstar & Broadridge as Strategic Partners
Series B raises an additional $22.3 million to fund platform expansion and further the mission of reshaping investment experiences; comes on the heels of J.P. Morgan’s acquisition of its operating company, 55ip, and a series A of $22 million in Q4 2020.
Wealth management needs more female advisers | Dr. Vinay Nair
According to the Bureau of Labor Statistics, 31% of financial advisers are women, but this number appears high based on my anecdotal observations. An estimate by Barron’s that 20% of financial advisers are women and the CFP Board’s estimate that 23% of certified financial planners are women are perhaps more realistic.
Among the larger financial advisers, these numbers drop even lower. Only 12% of Barron’s top 100 advisers are women.
THE TIFIN GROUP Invests in Senior Talent as Part of its Strategic Expansion
THE TIFIN GROUP announced the addition of three senior leaders from the financial services industry as operating partners. These hires include: Ian Rosen, Steven Schraibman, and
Erez Yereslove.
THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform
THE TIFIN GROUP, a holding company with nine fintech companies for the asset and the wealth management industry, today announced the acquisitions of a risk profiling company, Totum Risk and a personal financial planning offering, myFinancialAnswers. TIFIN acquired the assets of both these companies to accelerate the launch of its own risk and financial planning solutions.