Wealth management needs more female advisers | Dr. Vinay Nair
According to the Bureau of Labor Statistics, 31% of financial advisers are women, but this number appears high based on my anecdotal observations. An estimate by Barron’s that 20% of financial advisers are women and the CFP Board’s estimate that 23% of certified financial planners are women are perhaps more realistic.
Among the larger financial advisers, these numbers drop even lower. Only 12% of Barron’s top 100 advisers are women.
ESG Investors Are Different. The Industry Needs To Approach Them Differently – by Co-Founder & CEO Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based on how our bodily fluids, or “humors,” affected personal traits. Personality has long been known as a powerful force in determining our behavior. However, one area […]
Why Every Investor Should Know Their Financial Personality
Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables for each investor to consider — their time horizon, their long-term goals, their risk tolerance and more. This can create a situation where, paralyzed by data, an investor builds a […]
Using Financial Personality to Guide the Advisor-Client Relationship
All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road — from what house they can afford, to […]
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 […]
ESG Investors are Different. The Industry Needs to Approach Them Differently | Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based on how our bodily fluids, or “humors,” affected personal traits, personality has long been known as a powerful force in determining our behavior.
However, one area where this work has seen little progress is in investing.
The growth of ESG investing has further exposed the shortcomings of this approach.
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, […]