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Countering Client Anxiety With Risk Scores Rooted in Reality
Market volatility is par for the course in investing—yet it can still catch your clients off guard. When markets dip or volatility prevails, investors often
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The Dangers of Gamified and Thrill-Seeking Investing for Gen Z and Millennials
Investing has always come with some risk, and it’s understood in the financial community that the more risk a person takes on, the more they
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The Importance of Understanding Your Risk Profile for Your Retirement Accounts
With pensions nearing extinction, most Americans have had few other options but to build their own retirement nest eggs. Many individuals have turned to their
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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
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TIFIN Risk is now an approved affinity partner for Infinex Financial Group
Today, we are excited to announce our latest partnership with Infinex Financial Group. TIFIN Risk is now an approved affinity partner, and we are able
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TIFIN Risk is now integrated with Wealthbox CRM
TIFIN Risk’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our
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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
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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
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SEC’s Request for Comment On Digital Engagement Practices (DEPs) Puts Fintech Practices Under a Microscope
On August 27, 2021, the SEC issued a press release “requesting information and public comment on matters related to the use of digital engagement practices
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How Advisors can streamline their practice with State Street ETF Model Portfolios and TIFIN Risk
Click on the video below to watch the playback of our conversation with State Street. State Street Model Strategist Karlan Patel, CFA joined TIFIN Risk’s
