Breaking News
TIFIN Wealth to Support the Growth of Smaller Financial Advisors by Offering Its Personalized Investment Platform to NAPFA-Aligned Advisors at No Cost
TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support the smallest advisors to grow faster, TIFIN will provide free access to the AI platform’s advanced investment assessment and proposal capabilities for NAPFA-affiliated advisors with less than $100M in assets under advice (AUA). Through this partnership, TIFIN aims to support advisors seeking organic growth the most and who may otherwise be cost-sensitive.
This partnership advances TIFIN Wealth’s mission to make intelligent advice accessible to more individuals. This starts with equipping independent financial advisors with cutting-edge technology to better serve their clients. TIFIN Wealth sees NAPFA member advisors who are fee-only, fiduciary financial planners as a major part of the future of the wealth management industry. Therefore, TIFIN Wealth is proud to provide this NAPFA member benefit in support of their success; and to those that need that organic growth the most.
The AI-powered TIFIN Wealth platform encompasses personalized assessments spanning risk, planning and financial personality, investment proposals, marketing automation, and advanced data science.
“We are excited to partner with TIFIN Wealth to provide this opportunity to members,” says Kathryn Dattomo, NAPFA CEO. “This will help further our members’ ability to provide independent, personalized financial advice to their clients.”
“Over the years we have heard from many advisors looking to enhance their assessment and proposal capabilities but are often shut out of these advancements in wealthtech because of cost-prohibitive pricing,” said AJ Boury, Chief Operating Officer, TIFIN Wealth. “By partnering with NAPFA to provide this member benefit, we are happy to remove these barriers for cost-sensitive firms and further our mission of intelligent advice for all.”
- MPE 2026: Würth on Unified Commerce and the Necessity of Frictionless Payments Read more
- MPE 2026: Wolt on Achieving An Invisible Checkout Read more
- How Fintech-Powered Fuel Cards Are Overhauling Fleet Expense Management Read more
- Why Stablecoins Don’t Work Without Boring Infrastructure Read more
- Chubb Names Kevin Rampe Global Head of Claims Read more
CfC St. Moritz Welcomes Canton Network as New Main Partner
The CfC St. Moritz, the highly curated digital assets conference for investors and decision-makers, today announced Canton Network as its new main partner.
Money20/20 Unveils Global Powerhouse Jury for The Money Awards 2026
Money20/20 revealed the full roster of Jury members from across the world for The Money Awards 2026
Aiviq Appoints Former BlackRock and Apex Executive Nicholas Morse as Head of Revenue, Americas
Aiviq, the award-winning client data management platform trusted by the world's leading asset managers, today announced the appointment of Nicholas Morse as Head of Revenue, Americas. In this role, Mr. Morse will lead Aiviq's commercial strategy and growth initiatives across the Americas, driving adoption of Aiviq's suite of client data, AUM & flow management, and distribution intelligence solutions.
Nottingham Building Society Completes Core Banking Modernisation With SBS
Nottingham Building Society has announced the completion of its core banking modernisation programme with SBS
Meow Technologies Introduces Banking for AI Agents
Meow announced the launch of the world’s first agentic platform enabling AI agents to open and manage business bank accounts on behalf of users
Airwallex Appoints Carolyn Renzin as Chief Regulatory and Compliance Officer to Drive Next Phase of Global Growth
Airwallex, a leading global financial platform for modern businesses, today announced the appointment of Carolyn Renzin as Chief Regulatory and Compliance Officer (CRCO). Based in New York, Renzin will lead Airwallex's global regulatory and compliance program as the company continues to aggressively scale its financial infrastructure across the U.S.,Europe, Latin America, and other key markets around the world.
Oppenheimer Adds David Fleming to Private Client Division Leadership Team
Oppenheimer & Co. Inc., a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that David Fleming has been promoted to a leadership role within the firm's Private Client Division. He will be based in New York.
MPE 2026: Würth on Unified Commerce and the Necessity of Frictionless Payments
Share this post: Share on LinkedIn Share on X (Twitter) Share on Facebook Share on […]
MPE 2026: Wolt on Achieving An Invisible Checkout
Share this post: Share on LinkedIn Share on X (Twitter) Share on Facebook Share on […]
How Fintech-Powered Fuel Cards Are Overhauling Fleet Expense Management
Share this post: Share on LinkedIn Share on X (Twitter) Share on Facebook Share on […]
Why Stablecoins Don’t Work Without Boring Infrastructure
Share this post: Share on LinkedIn Share on X (Twitter) Share on Facebook Share on […]
Chubb Names Kevin Rampe Global Head of Claims
Chubb announced that Kevin Rampe has been named Senior Vice President, Chubb Group, Global Claims Officer, responsible for global claims management
BPC Launches BPC Payments to Power Digital Commerce and Real-Time Money Movement Across Latin America
BPC has launched BPC Payments, a new business line focused on helping merchants move money instantly across Latin America
PayPal Brings Payment Links to Canva Creators
PayPal Payment Links is now available directly in Canva, enabling 265 million monthly users worldwide to turn any design into a checkout experience