Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year
October 31, 2022
Magnifi shares five year-end tips to help Americans make the most of their investments.
President and CRO Jack Swift on customized wealth management and elevated client experiences
August 3, 2022
Watch Jack's panel on how technology can deliver customized wealth management and elevated client…
Bloomberg: Digital Distribution Will Aid Adoption of Tax-Efficient DAFs, with Louise By Tifin
May 17, 2022
Donor Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with…
[Video – CNBC Squawk Box] Tifin CEO says that Investor interest in equity and crypto-focused funds picking up despite the sell-off
May 17, 2022
Vinay Nair said on CNBC's Squawk Box - “People are looking for more things. We’ve seen an uptick…
Wealth management needs more female advisers | Dr. Vinay Nair
April 5, 2021
According to the Bureau of Labor Statistics, 31% of financial advisers are women, but this number…
ESG Investors are Different. The Industry Needs to Approach Them Differently | Dr. Vinay Nair
January 22, 2021
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs…