TIFIN Wealth Blog
Filter by:
Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research
Accessing Real Estate Exposure Through Private Credit
In times of market volatility, some investors look toward real estate as a safe haven for their capital as well as protection against inflation. Owning
A Primer on Liquidity in Private Markets
Private Markets investments are often thought of as illiquid. But this is not always the case. Liquidity comes in many flavors and is driven by
As Companies Stay Private Longer, Advisors Need Access to Private Markets
It’s no secret that Initial Public Offerings (IPOs) have been the go-to fundraising tool for companies of a certain size for over a century. However,
5 Questions with Ultra Blue Capital: How AI is Reshaping Active Investment
For investors curious about cutting-edge technologies, smart systems like artificial intelligence (AI) and data analytics are extremely compelling. By allowing you to better analyze complex
Financial Planning: Why AI-Powered, Simpler Software Can Help You Grow
Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want
5 Questions with SmartETFs: The Transportation Revolution
Viewpoints investors are captivated by investments in a changing world. One area that continues to ignite viewpoint investors’ interest is the revolution toward “smart” transportation.
Start Blogging: Simple Steps for Financial Advisors
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd.
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that
The Power of AI in Wealth Management
The Importance of Artificial Intelligence (AI) in Wealth Management Artificial intelligence (AI) driven wealth management platforms may now be considered must-haves for modern financial advisory
Personalized Wealth Management for Financial Advisors
Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they
