Unrealistic Expectations, Practical Solutions
What financial professional hasn’t experienced at least some level of client dissatisfaction? You’ve probably gotten an earful from yours on more than a few occasions. Maybe they expect unrealistically high performance regardless of market conditions. Or want the instant gratification of immediate returns, though returns are often a more distant gratification kind of experience. Perhaps they think you have the power to see into the future and predict market movements even in the face of geopolitical instability and general financial upheaval.
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of “BlueGive” follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue Trust. The two firms are launching BlueGive, […]
Harbor Capital & TIFIN AMP: How to modernize Asset Management distribution, using AI
At a discussion hosted by The SME Forum, TIFIN AMP and Harbor Capital discuss how they are partnering to lead the charge in revolutionizing asset management distribution using AI and data science. Hear from John Halaby, Head of Distribution at Harbor Capital, as he shares his experiences of working with TIFIN AMP and embedding it in his team’s sales and marketing efforts.
Improving Productivity and Client Outcomes
Increasingly, financial advisors are finding themselves facing more complexity in serving their clients and less time to accommodate their needs. So, it isn’t surprising that outsourcing is growing in popularity as a portfolio planning resource. But what exactly is outsourcing? How are advisors integrating Model Investment Strategies into their practice? And how can it positively impact the quality of service advisors are able to provide?
Model Behavior: How Advisors are Utilizing Model Portfolios to Optimize Client Outcomes
Suddenly, model portfolios are generating headlines and conversation industry-wide. Why the growing interest and what does it mean for advisors looking to improve how they serve their clients? Understanding how model portfolios can be integrated into the services advisors provide has important implications for distribution strategies and profitability. What’s driving the trend? How is the industry responding? And what does the future hold for advisors using this tool?
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 the transformative impact of Artificial Intelligence (AI) on the wealth management industry. This practical and engaging conversation is tailored for leaders of wealth management firms who want to stay ahead […]
Four Key Characteristics that Make Quality Stocks a Great Long Term Core Holding
Building a house on weak foundations is a recipe for disaster. This is also true for equity portfolios. While core holdings may not be the most exciting, a portfolio’s success will often hinge on their quality.
TIFIN’s AMP Division Expands Its Data Science and Distribution Team with the Addition of Leading Industry Experts
TIFIN AMP has expanded its data science and distribution partnership talent, including former executives from Salesforce, Blackrock, Meta, and Alpha FMC.
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 wellness. ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. In this episode, Vinay talks with Jack about how TIFIN is disrupting WealthTech, his […]
Grow Your Practice Through Technology-Powered Content
Is your firm looking to accelerate growth in 2023? Watch a replay of TIFIN Wealth and panelists from Aspiriant, Ronald Blue Trust, and Sowell Management as they share how leveraging strategic content powered by intelligent technology can help firms deepen client relationships, differentiate their brand, and scale their practice. Learn how to: • Access tools and […]