3 Easy Steps for Combating Stress During Market Volatility
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 […]
TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and advisors on Magnifi
ETFMG will sponsor four additional themes in TIFIN’s Magnifi marketplace. This follows existing distribution partnerships between ETFMG, Breakwave Advisors, and TIFIN.
Accelerating Growth through Measurable Content Marketing
In a video from Digital Wealth News’ Fintech Mastermind Series, watch as Niharika Shah, Chief Growth Officer of TIFIN Wealth, and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. Watch to learn how advisors can leverage technology to: Strategically expand their businesses through personalized […]
A Primer on Liquidity in Private Markets
Private Markets investments are often thought of as illiquid. But this is not always the case. Liquidity comes in many flavors and is driven by each fund’s underlying investments. In this post, the team from TIFIN Private Markets guides you through the range of liquidity options available to advisors and their clients. The Liquidity Spectrum […]
President and CRO Jack Swift on customized wealth management and elevated client experiences
Watch Jack’s panel on how technology can deliver customized wealth management and elevated client experiences
As Companies Stay Private Longer, Advisors Need Access to Private Markets
It’s no secret that Initial Public Offerings (IPOs) have been the go-to fundraising tool for companies of a certain size for over a century. However, the investing landscape has changed since the heyday of IPOs. Consider the following: In 1980, the median age of a company at its IPO was 6 years, whereas in 2021, […]
TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers
5 Questions with Ultra Blue Capital: How AI is Reshaping Active Investment
For investors curious about cutting-edge technologies, smart systems like artificial intelligence (AI) and data analytics are extremely compelling. By allowing you to better analyze complex business operations, these technologies empower you to identify potentially prime investment opportunities and get ahead in today’s volatile market environment. To learn more about algorithmic investing – and understand how […]
Financial Planning: Why AI-Powered, Simpler Software Can Help You Grow
Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want one or will even read the whole thing if you and your team take the hours required to create one. In fact, trends show that a one-page plan is gaining […]
Magnifi by TIFIN Announces International Expansion Through Acquisition and Integration of SharingAlpha’s Professional Investor Community
TIFIN’s Magnifi has acquired leading financial professional community SharingAlpha to establish an international presence. The acquisition follows the announcement of former Envestnet exec Jason O’Shaughnessy to lead international business.