A Conversation with Procure: Why Natural Disaster Recovery Should be Included in Your Portfolio
Recently, there has been an abundance of worldwide natural disasters including hurricanes in Puerto Rico, Cuba, Florida, and Canada, earthquakes in Mexico, wildfires in California, heavy storms and flooding in Alaska and Pakistan, a typhoon in Japan and heat waves in the US and Middle East. With natural disasters forecasted to increase in magnitude and […]
4 Types of Private Credit Advisors Should Know
Are you familiar with the types of Private Credit that may have the greatest potential to enhance your client portfolios? Private Credit as an asset class may be an attractive option for sophisticated investors who are looking to add diversification while also protecting their principal in volatile markets. However, there are many different kinds of […]
3 Steps to Help Advisors Thrive During Uncertain Markets
The Greatest Asset: Mastering Your Practice with Thomas Droge At TIFIN Wealth, our “why” is solving for any challenge advisors may experience in their practices and creating solutions to help you grow your business. In our The Greatest Asset series, TIFIN’s Chief Mindfulness Officer Thomas Droge shares how advisors can implement strategies to maximize their […]
A Primer on Private Credit as an Opportunity for Fixed Income Replacement
The 60/40 portfolio is no longer delivering for many investors, creating a growing demand for alternatives to traditional fixed income allocations. One such replacement opportunity is Private Credit, which has been among the fastest-growing asset classes over the past five years. While bond yields remain lackluster, access to floating rate credits puts many Private Credit […]
A Primer on Private Markets Operational Due Diligence
Investing in private markets has historically been a complex exercise. At TIFIN Private Markets, we believe in streamlining alternative investment operational due diligence (ODD) as a means of increasing access to this key asset class. In this article, we explore the fundamentals of this critical step in the investment process. What is Operational Due Diligence? […]
3 Easy Steps for Combating Stress During Market Volatility
The Greatest Asset: Mastering Your Practice with Thomas Droge At TIFIN Wealth, our “why” is solving for any challenge advisors may experience in their practices and creating solutions to help you grow your business. In our The Greatest Asset series, TIFIN’s Chief Mindfulness Officer Thomas Droge shares how advisors can implement strategies to maximize their […]
Accelerating Growth through Measurable Content Marketing
In a video from Digital Wealth News’ Fintech Mastermind Series, watch as Niharika Shah, Chief Growth Officer of TIFIN Wealth, and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. Watch to learn how advisors can leverage technology to: Strategically expand their businesses through personalized […]
A Primer on Liquidity in Private Markets
Private Markets investments are often thought of as illiquid. But this is not always the case. Liquidity comes in many flavors and is driven by each fund’s underlying investments. In this post, the team from TIFIN Private Markets guides you through the range of liquidity options available to advisors and their clients. The Liquidity Spectrum […]
President and CRO Jack Swift on customized wealth management and elevated client experiences
Watch Jack’s panel on how technology can deliver customized wealth management and elevated client experiences
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, […]