The Data-Driven Path to Wealth Management Growth
Harness the power of data science to grow your firm. Watch a replay of our recent webinar that explores the challenges and opportunities in driving organic growth in the wealth management landscape – and the essential role that data science must play. TIFIN Wealth’s Head of Enterprise Success and Chief Product Officer shed light on […]
Growing an Independent Advisory Practice: Thriving Through Innovation and Partnership
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Bill Sowell, Founder & CEO of Sowell Management, and April Rudin, Founder & CEO of The Rudin Group, as they explore how a forward-thinking mindset and affinity for strategic partnerships can lead to outsized growth. Key […]
Building a Smart Data Strategy for Your Wealth Firm
How Better Data and Precision AI Can Fuel Growth for Wealth Management It’s a very old maxim in the tech world: GIGO, or Garbage In, Garbage Out. Since the earliest days of computing, people understood that feeding bad data into a system would provide a flawed answer, even if every part of the calculation was […]
A New Way to Optimize Client Portfolios: Unleashing the Power of Goals-Based Wealth Management
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Adam Bilmes CIMA®, CFP®, CRPC®, VP of Digital Strategy and Wealth Management at Franklin Templeton, and AJ Boury, Chief Operating Officer at TIFIN Wealth, as they explore the power of goals-based wealth management and introduce our […]
Embracing Millennial and Gen Z Clients: Unlocking the Power of a Growing Market
In today’s rapidly evolving financial landscape, both client demographics and the role of advisors are undergoing a significant shift. To ensure long-term growth and sustainability, advisors must recognize the immense potential of serving Millennial and Generation Z clients. These younger generations represent a substantial portion of the population and possess considerable wealth. Financial advisors can […]
Growth: Your Business Case for Investing in AI & Data Science
Are you ready to harness the full potential of your firm’s data? Watch a replay of an insightful webinar featuring Greg Beltzer, Head of Technology at RBC Wealth Management, and Ben Pitts, Head of Sales Development & Research at TIFIN Wealth, as they explore why investing in data science is crucial for the growth and […]
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 […]
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 […]
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 […]