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 […]
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane (Nasdaq: HLNE), today announced the launch of a new AI-powered investment assistant.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
TIFIN AMP announces the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.
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 […]
TIFIN AMP announces spinoff with independent Series A funding, Backed by Motive Partners and TIFIN
TIFIN AMP announces the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.
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.
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.
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of “BlueGive” follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors.