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.
ESG Investors are Different. The Industry Needs to Approach Them Differently | Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based on how our bodily fluids, or “humors,” affected personal traits, personality has long been known as a powerful force in determining our behavior.
However, one area where this work has seen little progress is in investing.
The growth of ESG investing has further exposed the shortcomings of this approach.
J.P. Morgan Asset Management agrees to acquire 55ip – a pioneer in delivering tax-smart investment strategies through model portfolios
J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale. The company will continue to operate as a separate entity, under its own brand, with the full support of J.P. Morgan and remains committed to serving its existing clients and enterprise partners. The terms of the deal were not disclosed.
Magnifi Featured On CNBC Squawk Box
How search engine Magnifi is helping investors shop for investments
Vinay Nair, Magnifi founder, and former Wharton professor, joins ‘Squawk Box’ to discuss how search engine Magnifi helps investors search for investment vehicles and some of the search trends he’s seen.
ETF Industry Vet Sharon French Joins Fintech Platform, TIFIN – ETF Trends #2
In a move that underscores the increasing importance of distribution in the ETF industry, financial industry veteran Sharon French recently joined emerging ETF and mutual fund platform TIFIN.