Using Education and Tech to Build a Multi-Generational Wealth Management Firm

In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Bob Swift, Founder of TCI Wealth, to discuss: Insights learned over a 30-year career about using education to grow a firm Building a multi-generational wealth management firm Keeping up with the […]

Health, Wealth and Tech: What Every Firm Should Consider

In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Sam Kina, SVP of Data Science at Jellyvision, to discuss: The intersection between health and wealth and what that means for wealth managers How advisory firms can use AI-powered technology to help clients make more […]

Revolutionizing the Client Experience by Recognizing the Human Side of Wealth Management

In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with James Lenhoff, Director of Mission at Wealthquest, to discuss the human side of wealth management plus:  James’ views on solving client pain points to grow […]

Modern Workplace Opportunities in Wealth Management

In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with Dick Darian, CEO of Wise Rhino Group, to discuss trends an opportunities surrounding workplace strategy within the wealth management industry. Watch as they discuss […]

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, the investing landscape has changed since the heyday of IPOs.  Consider the following:  In 1980, the median age of a company at its IPO was 6 years, whereas in 2021, […]

Client Conversations: 7 Things Clients Need to Do in the Decade Before They Retire

Have you ever wished that there was a simple retirement roadmap – one that outlines each person’s path to financial security featuring days spent with family, vacations, and blissful moments of relaxation? Of course, there’s no one-size-fits-all way to help clients reach their retirement goals. What they need and how you’ll get there depends on […]

Investing in Tech: A Primer

Investing in Tech: A Primer

Investing in the latest technology can bear fruit – but brings risk. Ever wish you’d bought Apple stock in 1980?  When the tech giant went public at $22 a share, cordless phones had barely been invented and fax machines were standard office equipment. Investing in a California company that made something called a “personal computer” […]

A Conversation with abrdn: Industrial Metals and the Global Energy Transition

A Conversation with abrdn: Industrial Metals and the Global Energy Transition

As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn […]

A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization

boats on the water

As more people take the TIFIN Personality Financial Personality Assessment, it has become clear that a significant number of investors are passionate about ESG and putting their money where their minds are through Purpose investing. We recently sat down with Breakwave Advisors and Sea/Switch, partners in the ETFMG Breakwave Sea Decarbonization Tech ETF (BSEA), to […]