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How AI is Changing the Wealth Management Industry
AI is here. Is your firm ready? Watch a replay of an insightful webinar featuring leaders from TIFIN, Deloitte and Brighton Jones as they discuss
How to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic
Why Risk Preference and Risk Capacity Need to Be Scored Separately
Risk tolerance questionnaires have traditionally consisted of questions that produce one score centered around risk preference or attitude, which advisors then use to create portfolios
The Value of Content Marketing for Asset Managers
Content marketing is the act of creating and distributing digital media with the intention of attracting and retaining the attention of a defined target audience.
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending
What Financial Advisors and Their Firms Don’t Understand About Digital Marketing
How can advisors and financial firms improve their marketing? Digital marketing expert and TIFIN Clout CEO Niharika Shah explains why the solution lies in personalizing
3 Things You Should Know about the FIRE Movement
You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the
Why Financial Advisors Need To Demonstrate Their Firm’s Expertise In Digital Marketing
The Online Marketing Institute has shown it takes between 7-13 touches with a client before you make a sales-ready lead. One of the best ways
How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
In this episode of TIFIN Risk LIVE, Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at TIFIN
The Impact of Apple’s iOS 15 Update on Email Marketing for Financial Advisors
At its Worldwide Developers Conference in June, Apple announced new privacy features for the iOS 15, which became available to the public in September 2021.
Why Fact-Based Multidimensional Risk Capacity Is a Superior Approach for Financial Advisors to Profile Their Clients
Advisors have traditionally used risk tolerance questionnaires and basic timelines as the basis for portfolio recommendations. Unfortunately, these practices are riddled with flaws. As outlined
