News, Media and Events

Stay up to date with 55ip press releases and upcoming events.
News & Media
Events

55ip and RiverFront Investment Group Roll out Tax Managed Portfolios to Baird Financial Advisors

Demand for Tax Management Continues to Drive Adoption BOSTON, MA, AND RICHMOND, VA — Nov. 3, 2021 — Increasing demand from advisors and their

55ip Doubles Its Reach, Adds Comprehensive and Customizable Enhancements to Tax-Smart Solution

55ip has marked significant year-to-date growth for its tax-smart investing strategy engine as a result of advisor-driven enhancements and new strategic relationships with industry-leading

55ip enhances partnership with BlackRock through the addition of GA Selects Managed Models

55ip has enhanced its partnership with BlackRock to include an expanded suite of model families within its tax-smart investment strategy engine. The new offerings include the

Fidelity Model Portfolios Now Available Through 55ip

55ip today announced that advisors now have access to Fidelity InstitutionalSM’s professionally managed model portfolios, combined with 55ip’s ActiveTax Technology®, to help advisors add scale

55ip Enters Broker-Dealer Space with Janney Montgomery Scott Partnership

55ip has partnered with Janney Montgomery Scott, a leading full-service wealth management, capital markets and asset management firm, to enhance its tax management capabilities for

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended

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

55ip Brings on Three New Managing Directors

55ip has added three managing directors to meet increasing advisor demand for its tax-smart investment strategy engine. The appointments come amid a period of strategic

WisdomTree and 55ip Collaborate to Deliver Tax-Smart WisdomTree Model Portfolios

WisdomTree Investments, Inc. today announced its collaboration with 55ip, a financial technology company. The joint solution, which uses 55ip’s automated, tax-smart technology, will make it

J.P. Morgan and 55ip partner to deliver tax-efficient access to model portfolios

J.P. Morgan and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan

55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions

55ip announces partnership with Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) to enable advisors deliver tax-managed models through 55ip’s technology

Time is Now

Demonstrate your value to clients through 55ip’s automated tax technology to position your client’s portfolio for the long term with tax loss harvesting

55ip Announces Integration with Schwab Advisor Servicesâ„¢

Tech Integration Adds Single Sign-On Capabilities Connecting 55ip Investment Strategy Engine to Schwab Advisor Center, Enabling Advisors to Deliver Custom, Tax-Managed Models at Scale.

55ip & BlackRock partner to make the move to model portfolios “less taxing”

This industry-first offering combines the power of BlackRock Model Portfolios and 55ip’s innovative tax technology.  Blackrock model users will now be able and transition client

Bob Veres spotlight on 55ip

Read Bob Veres thought provoking piece on 55ip in the December Inside Info piece.

Read 55ip CEO, Paul Gamble’s piece on direct indexing with ETFs featured in WealthTech Club

Many industry articles have highlighted the advantages of direct index investing versus index investing with ETFs, with some even going so far as to

Debunking Myths About Direct Indexing vs. ETFs

55ip CEO, Paul Gamble, shares some of the advantages of direct indexing with ETFs versus individual stocks.

55ip: Intelligent, Custom, Automated Investment Strategies

55ip CEO, Paul Gamble, and CPO, Swati Bairathi, discuss 55ip’s investment strategy engine and intelligent automation with WealthTech.

55ip’s Investment Strategy Engine Now Integrated with FinFolio

Integration allows advisors using FinFolio to leverage 55ip’s platform to deliver intelligent, custom and automated investment strategies and improve client outcomes

2019 Predictions for Trends in Wealthtech From the Experts

It’s that time of year, when we start thinking about what we can expect to see in trends for the New Year in the wealthtech

55ip Continues Rapid Growth with Addition of New Advisory Firms

55ip, an investment strategy engine that enables advisors to design intelligent, custom and automated portfolios, today announced that four new advisory

BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

10 years after the Great Recession: What 2008 taught us not to do with our money

Take control of your money, using the last decade as a road-map of what to avoid.

More Robos Pivot Toward the Advisor Market

Facing high customer acquisition costs in the business-to-consumer space, the latest wave of robos are hoping to find a faster path for growth by helping

Don’t Let Fear of Taxes Lead to Portfolio Stagnation

Capital gains taxes can lead to inertia when clients are hesitant to make beneficial long-term changes at a short-term cost.

55ip Introduces New Tax-Optimizing ETF Platform

55ip LLC (formerly known as 55 Institutional Partners), an investment science and fintech firm, late last year announced the launch of the 55ip Investment

Northeast Planning Associates taps 55ip for its Investment Science and Technology Platform

Financial Planning Group Gains Access to 55ip’s Investment Platform and Tools to Deliver Custom, Branded Tax Managed Strategies to Their Clients

An ETF Strategist Transforms Into an Expanding FinTech Firm

An ETF strategist is transforming into a fintech firm that fundsters and other in wealth management industry may team up with.

55 Institutional Appoints New Board Member

55 Institutional is delighted to announce that Steve Gruber has joined its Board of Directors