A Conversation With TIFIN Personality Co-Founder & Chief Product Officer Iain Gillespie
Unlocking the Power of Personality in Investing: A Conversation with TIFIN Personality’s Iain Gillespie TIFIN Personality is combining the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth. It’s a concept that co-founder and CPO Iain Gillespie has been working on for years, combining the […]
Start Strong With Your 2022 Marketing Efforts
With the new year comes new opportunities to attract and convert potential clients. The start of 2022 offers a great chance for you to hone your marketing strategy and ensure that you are reaching prospects in new and engaging ways that resonate with their own aspirations. You should capitalize on this time to reassure, educate, […]
Selecting the Right Client Portal for Financial Advisors
In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience. Advisors can often put together more appropriate portfolios based on their knowledge of the market and their […]
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
Orion Adds TIFIN Risk, LifeYield To Portfolio Management Software
AdvisorPeak and TIFIN Risk Announce New Data Integration & Partnership
TIFIN Risk expands its partner ecosystem with innovative rebalancing platform
Accelerating Innovation in Risk Measurement Tools For Financial Advisors
Risk is not an absolute. It is ever changing with many shifting variables. That is why risk is so hard to succinctly and accurately verbalize with most investors not knowing how to express their very personal feelings about risk or even wanting to discuss their changing perceptions of it. Rapid advancements in technology and data analytics […]
TIFIN Risk Selected as Finalist for WealthManagement.com Industry Awards
otum Risk Selected as Finalist for 2019 WealthManagement.com Industry Awards in the Technology Providers: Risk Tolerance/Client Profiling category.