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 […]
[Financial Planning] How wealth management can apply AI … intelligently
Not all AI solutions are created equal. In this Financial Planning article, CEO Vinay Nair sets the record straight about the reality of AI and how it can move wealth management firms forward when applied intelligently.
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 […]
The Case for AI in Asset Management Distribution
ChatGPT, have you heard of it? How about AI or Machine Learning? Of course, you have. Unless you’ve been under the proverbial rock for several months, talk of Artificial Intelligence has inundated our airwaves, inboxes, and feeds. If you’re an Asset Manager, specifically someone focused on sales and marketing, you’ve probably wondered how this new technology can be leveraged to grow your AUM.
Listen: Employing AI to Meet the Pace of Evolution with Jack Swift
TIFIN AMP’s Jack Swift recently appeared on the Advisorpedia podcast to discuss the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.
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 […]
Target Risk and Completion Model Portfolios
As interest in model portfolios continues to grow among financial professionals, you may be considering integrating these valuable tools into your practice. You may already know that there are a variety of model types available for your consideration, and there are also different ways you can access them. In this article we’ll explore a couple of the specific types of models, as well as your options for accessing them so you can begin leveraging these powerful tools today.
Strategizing for Success with Model Portfolios
Once you decide to integrate model portfolios into your advising practice, what’s your next step? That will depend greatly on two important factors. The first involves understanding the types of model portfolios you can utilize and how they differ. The second is analyzing the key objectives of each type and how those objectives impact portfolio development: taxable versus tax aware; strategic or tactical. Let’s begin by taking a closer look at these objectives and how they can affect which type of model portfolio you decide to implement.
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 […]
The Art and Science of Model Portfolios
Among financial professionals, model portfolios have become all the rage of late – and with good reason. These versatile, time-saving tools are helping them serve more clients more efficiently, maintain consistency in investment strategies across their client bases, and protect clients from overexposure to any particular investment or asset class.