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A Q&A with Vinay Nair, Founder of TIFIN

Our tech columnist asks about TIFIN Wealth for free and other questions about where the industry-norm-defying entity is headed? ....

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TIFIN Closes $109M Series D Round | Wealth Management

Franklin Templeton and Motive Partners join the latest round for TIFIN, which will fuel additional growth at the wealthtech startup incubator. ....

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Presults, a Leading Provider of Archiving and Compliance Solutions for Financial Advisors Names Larry Shumbres as Chief Executive Officer

/PRNewswire/ Presults, a leading provider of archiving and compliance solutions for financial advisors, today announced the addition of industry veteran,. ....

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Presults, a Leading Provider of Archiving and Compliance Solutions for Financial Advisors Names Larry Shumbres as Chief Executive Officer

/PRNewswire/ Presults, a leading provider of archiving and compliance solutions for financial advisors, today announced the addition of industry veteran,. ....

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The latest in financial #AdviserTech — December 2021

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth. ....

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