7 Things to Do in the Decade Before Retirement
From Franklin Templeton: Like a runner in a long-distance race, you’ve worked hard over many years to prepare for retirement.
TIFIN’s Wealth division announces the industry’s first AI platform for client personalization
The launch brings together several wealth capabilities and real-time business intelligence to advance personalization-led growth for wealth enterprises and financial advisors.
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.
Accessing Real Estate Exposure Through Private Credit
In times of market volatility, some investors look toward real estate as a safe haven for their capital as well as protection against inflation. Owning real estate has many potential benefits, however, not all investors have the financial flexibility to have their money locked up for 10-plus years. Private credit offers these investors exposure to […]
A Conversation with Procure: Why Natural Disaster Recovery Should be Included in Your Portfolio
Recently, there has been an abundance of worldwide natural disasters including hurricanes in Puerto Rico, Cuba, Florida, and Canada, earthquakes in Mexico, wildfires in California, heavy storms and flooding in Alaska and Pakistan, a typhoon in Japan and heat waves in the US and Middle East. With natural disasters forecasted to increase in magnitude and […]
4 Types of Private Credit Advisors Should Know
Are you familiar with the types of Private Credit that may have the greatest potential to enhance your client portfolios? Private Credit as an asset class may be an attractive option for sophisticated investors who are looking to add diversification while also protecting their principal in volatile markets. However, there are many different kinds of […]
TIFIN announces premium Magnifi “Personal” subscription plan to empower more intelligent DIY investing
Magnifi’s 175,000+ customers now have the option to upgrade their subscriptions to a $14/month premium plan that includes an always-on AI-powered investing assistant, guided portfolio building, personalized market news, and on-demand analytics.
3 Steps to Help Advisors Thrive During Uncertain Markets
The Greatest Asset: Mastering Your Practice with Thomas Droge At TIFIN Wealth, our “why” is solving for any challenge advisors may experience in their practices and creating solutions to help you grow your business. In our The Greatest Asset series, TIFIN’s Chief Mindfulness Officer Thomas Droge shares how advisors can implement strategies to maximize their […]
A Primer on Private Credit as an Opportunity for Fixed Income Replacement
The 60/40 portfolio is no longer delivering for many investors, creating a growing demand for alternatives to traditional fixed income allocations. One such replacement opportunity is Private Credit, which has been among the fastest-growing asset classes over the past five years. While bond yields remain lackluster, access to floating rate credits puts many Private Credit […]
A Primer on Private Markets Operational Due Diligence
Investing in private markets has historically been a complex exercise. At TIFIN Private Markets, we believe in streamlining alternative investment operational due diligence (ODD) as a means of increasing access to this key asset class. In this article, we explore the fundamentals of this critical step in the investment process. What is Operational Due Diligence? […]