5 Questions with SmartETFs: The Transportation Revolution
Viewpoints investors are captivated by investments in a changing world. One area that continues to ignite viewpoint investors’ interest is the revolution toward “smart” transportation. To learn more, we spoke with SmartETFs, creators of The SmartETFs Smart Transportation & Technology ETF (MOTO). MOTO invests in companies that manufacture, distribute, service, offer, support, or enable electric […]
Top 5 Investing Themes in 2022 on Magnifi by TIFIN
Explore the top 5 themes that we believe will drive investing over the next year. Magnifi by TIFIN provides easy access to investments and investment intelligence and lowers the barriers to responsible investing.
Start Blogging: Simple Steps for Financial Advisors
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd. One of the best ways available for advisors to make their voice heard online is with a blog as a way of staying top-of-mind with clients and prospects. Advisors should […]
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that you can set it and forget it. While marketing automation allows you to be more efficient and effective, you still need to develop, analyze, and optimize your channels and tactics. […]
The Power of AI in Wealth Management
The Importance of Artificial Intelligence (AI) in Wealth Management Artificial intelligence (AI) driven wealth management platforms may now be considered must-haves for modern financial advisory firms. Virtually every other arena in investors’ lives–entertainment, shopping and social media, for example–is characterized by ultra-personalized experiences powered by AI. It’s only natural for investors to expect the same […]
Personalized Wealth Management for Financial Advisors
Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they receive personalized recommendations. When they meet with you, their wealth advisor, they inherently expect the same level of personalization–and if they don’t receive it, they may look elsewhere for someone […]
TIFIN Announces Key Hires Across Distribution Partnerships and International Expansion To Drive Continued Growth
TIFIN has added former Envestnet exec Jason O’Shaughnessy to lead international expansion and former Blackrock and Nuveen exec Tim Stegner to expand distribution partnerships with investment managers.
TIFIN Announces Magnifi Mentor, The First Conversational AI-Powered Assistant Designed For Investing
Magnifi also reaches the 100 million search results milestone and announces Jon Klaff, former executive from Meta Financial and Paypal as GM, Consumer.
Client Conversations: Estate Planning with Digital Assets
In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in the form of social media accounts, NFT holdings, crypto and other blockchain accounts, and more. Thus, the question arises as to who will have access to your clients’ account information […]
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi+ as Chairman and Chief Creative Officer respectively