A Conversation with Breakwave Advisors: The Impact of Global Trade and Geopolitical Conflict on Dry Bulk Shipping Markets
Viewpoints investors, one of the TIFIN Financial Personality types, are interested in the emerging technologies, industries, and trends shaping the future. We sat down with Breakwave Advisors, creators of the Breakwave Dry Bulk Shipping ETF (BDRY), to learn more about one such industry, dry bulk shipping, and how it has been impacted by recent global […]
Digital Distribution Will Aid Adoption of Tax-Efficient DAFs
By Dr. Vinay Nair Donor-Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with the future of giving, says TIFIN CEO and founder Vinay Nair, and modern fintech promises to democratize personalized giving. DAFs are now the fastest-growing philanthropic vehicle in the US. With more than one million funded […]
5 Questions with Procure: The Importance of Satellite Communications in Modern Combat
When people think of investing in space, a key theme within the Viewpoints Financial Personality, they may not realize that satellites are an integral part of the sector. Satellites are of key importance for a variety of practical uses and current events have highlighted their value during geopolitical conflicts. We spoke to ProcureAM to learn more […]
A Conversation with Emles: Aerospace, Defense, and the Potential of U.S. Federal Contracts Investments
Security investors, one of the TIFIN Financial Personality types, are keen on knowing that their investments are protected across market cycles. We sat down with Emles, creators of the Federal Contractors ETF (FEDX), to learn how companies with high exposure to U.S. federal contracts may offer potentially stable through-the-cycle revenues. FEDX returns are designed to […]
How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]
5 Questions with Bill Parsons
TIFIN Grow is pleased to welcome Bill Parsons as EVP and General Manager. We’d like to introduce Bill and the deep experience he brings to the fintech, AI, and analytics-led solution space. Below, we invite you to get to know Bill as he answers five questions about his career, the fintech industry, and the best […]
Putting the “I” in Investor: How to Give Clients the Personalization They Expect
Consumers now expect customized treatment from all services – including their financial advisor. New technology can help even small practices keep up. “One size fits all” no longer fits. In a world where a person’s streaming service recommends movies they’ll love and their grocery app remembers their favorite snacks, investors are wondering why their financial […]
Financial Literacy Month: Help Others Take Control of Their Financial Future
April is Financial Literacy Month, so we thought it was important to reflect on why financial literacy matters so much. No matter where one exists within the wide spectrum of financial literacy, the month of April offers an opportunity for personal growth and introspection. Regular, intentional financial check-ins over the course of one’s life can […]
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 let their emotions rule, sparking feelings of anxiety (and even panic). This can lead to a premature sell-off, which can drastically reduce their returns in the long run. Case in […]
Women in Finance: Meet Suzanne Smith
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as clients and teammates here at TIFIN Content. Today, we’re highlighting Suzanne Smith, Director of Marketing at EFS Advisors. Suzanne works directly with over 45 advisors and their teams, helping them develop and grow their practices. She […]