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TIFIN Wealth to Support the Growth of Smaller Financial Advisors

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TIFIN Wealth 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…

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