Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year

Magnifi shares five year-end tips to help Americans make the most of their investments.


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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…


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Bloomberg: Digital Distribution Will Aid Adoption of Tax-Efficient DAFs, with Louise By Tifin

Donor Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with…


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[Video – CNBC Squawk Box] Tifin CEO says that Investor interest in equity and crypto-focused funds picking up despite the sell-off

Vinay Nair said on CNBC's Squawk Box - “People are looking for more things. We’ve seen an uptick…


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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…


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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…


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