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 […]
[Survey] The Economy Isn’t Stopping Investors, 63% Plan to Invest More in 2023 than 2022
Americans are more optimistic than last year, new Magnifi survey finds.
Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack
Does your firm want to leverage technology to fuel growth, but isn’t sure where to start? Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell Management and Concourse Financial Group as they discuss the industry’s journey to the ideal tech stack. Hear about the key strategic objectives, industry trends, and organizational challenges that are driving how they think […]
Capturing the Future of Workplace Enterprise Lead Gen
It’s well known that some of the wealth management industry’s largest firms are focused on the workplace channel, and many of the larger players in the space have made moves over the last five years that show workplace retirement and wealth is an important component of their strategic growth plans. In fact, retirement plan and […]
[Survey] America Is Ready for AI Investing According to a New Survey from Magnifi
As the popularity of AI grows, more than 4 in 10 Americans would make an investment decision based on conversational AI, like ChatGPT.
Health, Wealth and Tech: What Every Firm Should Consider
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 Sam Kina, SVP of Data Science at Jellyvision, to discuss: The intersection between health and wealth and what that means for wealth managers How advisory firms can use AI-powered technology to help clients make more […]
TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform
Morningstar has entered an agreement to provide TIFIN AMP (Asset Manager Platform) with aggregated insights from Morningstar products to further strengthen the power of TIFIN AMP’s algorithmic models for distribution intelligence.
Paralel Technologies Launches Full-service Platform for Registered Funds, Now Servicing Over $5 Billion in Assets
Incubated within TIFIN, Paralel is the first full-service registered fund service provider to launch in decades.
Revolutionizing the Client Experience by Recognizing the Human Side of Wealth Management
In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with James Lenhoff, Director of Mission at Wealthquest, to discuss the human side of wealth management plus: James’ views on solving client pain points to grow […]