5 Questions with Bill Parsons
TIFIN Grow is pleased to welcome Bill Parsons as EVP and General Manager. We’d like to introduce Bill and the deep experience he brings to the fintech, AI, and analytics-led solution space. Below, we invite you to get to know Bill as he answers five questions about his career, the fintech industry, and the best […]
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset Management Industry
Harbor Capital Advisors to leverage Distill by TIFIN, enabling asset managers to personalize engagement with financial advisors and drive growth
Putting the “I” in Investor: How to Give Clients the Personalization They Expect
Consumers now expect customized treatment from all services – including their financial advisor. New technology can help even small practices keep up. “One size fits all” no longer fits. In a world where a person’s streaming service recommends movies they’ll love and their grocery app remembers their favorite snacks, investors are wondering why their financial […]
Financial Literacy Month: Help Others Take Control of Their Financial Future
April is Financial Literacy Month, so we thought it was important to reflect on why financial literacy matters so much. No matter where one exists within the wide spectrum of financial literacy, the month of April offers an opportunity for personal growth and introspection. Regular, intentional financial check-ins over the course of one’s life can […]
Countering Client Anxiety With Risk Scores Rooted in Reality
Market volatility is par for the course in investing—yet it can still catch your clients off guard. When markets dip or volatility prevails, investors often let their emotions rule, sparking feelings of anxiety (and even panic). This can lead to a premature sell-off, which can drastically reduce their returns in the long run. Case in […]
Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow
Former Envestnet/Yodlee executive will lead the recently announced platform that combines risk, planning and financial personality to help wealth managers know and convert their prospects through hyper-personalized investing at scale.
Women in Finance: Meet Suzanne Smith
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as clients and teammates here at TIFIN Content. Today, we’re highlighting Suzanne Smith, Director of Marketing at EFS Advisors. Suzanne works directly with over 45 advisors and their teams, helping them develop and grow their practices. She […]
TIFIN Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds
TIFIN’s Louise platform that allows advisors to enable personalized giving for their client families acquires Amicus.io to broaden access and meet clients’ giving needs without minimums.
3 Questions with abrdn: Precious Metals and the Current Market Environment
In a volatile market environment, people may turn their eye toward investments that are designed to provide greater security. We connected with abrdn, creators of the Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) to understand the impact on the current market environment in the precious metals arena. GLTR aligns with the Security TIFIN […]
Women in Finance: Meet Sara Hopkins
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as well as members of our team here at TIFIN Content. Today, we’re highlighting Sara Hopkins, Marketing Coordinator at Sanctuary Wealth. TIFIN Content: Sara, can you share a bit about yourself and your family? Sara: I graduated […]