Unrealistic Expectations, Practical Solutions
What financial professional hasn’t experienced at least some level of client dissatisfaction? You’ve probably gotten an earful from yours on more than a few occasions. Maybe they expect unrealistically high performance regardless of market conditions. Or want the instant gratification of immediate returns, though returns are often a more distant gratification kind of experience. Perhaps they think you have the power to see into the future and predict market movements even in the face of geopolitical instability and general financial upheaval.
Improving Productivity and Client Outcomes
Increasingly, financial advisors are finding themselves facing more complexity in serving their clients and less time to accommodate their needs. So, it isn’t surprising that outsourcing is growing in popularity as a portfolio planning resource. But what exactly is outsourcing? How are advisors integrating Model Investment Strategies into their practice? And how can it positively impact the quality of service advisors are able to provide?
Model Behavior: How Advisors are Utilizing Model Portfolios to Optimize Client Outcomes
Suddenly, model portfolios are generating headlines and conversation industry-wide. Why the growing interest and what does it mean for advisors looking to improve how they serve their clients? Understanding how model portfolios can be integrated into the services advisors provide has important implications for distribution strategies and profitability. What’s driving the trend? How is the industry responding? And what does the future hold for advisors using this tool?
How AI is Changing the Wealth Management Industry
AI is here. Is your firm ready? Watch a replay of an insightful webinar featuring leaders from TIFIN, Deloitte and Brighton Jones as they discuss the transformative impact of Artificial Intelligence (AI) on the wealth management industry. This practical and engaging conversation is tailored for leaders of wealth management firms who want to stay ahead […]
Four Key Characteristics that Make Quality Stocks a Great Long Term Core Holding
Building a house on weak foundations is a recipe for disaster. This is also true for equity portfolios. While core holdings may not be the most exciting, a portfolio’s success will often hinge on their quality.
How to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic wellness. ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. In this episode, Vinay talks with Jack about how TIFIN is disrupting WealthTech, his […]
Grow Your Practice Through Technology-Powered Content
Is your firm looking to accelerate growth in 2023? Watch a replay of TIFIN Wealth and panelists from Aspiriant, Ronald Blue Trust, and Sowell Management as they share how leveraging strategic content powered by intelligent technology can help firms deepen client relationships, differentiate their brand, and scale their practice. Learn how to: • Access tools and […]
Using Education and Tech to Build a Multi-Generational Wealth Management Firm
In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Bob Swift, Founder of TCI Wealth, to discuss: Insights learned over a 30-year career about using education to grow a firm Building a multi-generational wealth management firm Keeping up with the […]
Four Habits of Highly Successful Advisors
The wealth management industry is in a constant state of evolution, and the next five to seven years will see a pace of change that will make Moore’s Law proud.
Women’s History Month: Why Personalization Matters
At TIFIN Wealth, we believe in better financial outcomes for all investors. And part of that is acknowledging what makes every person unique. Technology-driven personalization signals are intended to identify the needs, preferences, and values of each person. While financial advisors can bring these lessons into any client conversation, there are differences to consider when working […]