TIFIN Expands its WealthTech Division Capabilities with an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ
Expansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment manager alongside additional investments from series B investors, JP Morgan, Morningstar and Broadridge.
15 Ways for Advisors to Increase Engagement on Social Media
Social media engagement is a way to measure likes, comments, and shares on your posts. It’s important because it creates a stronger relationship between you and your customers. It also increases your visibility, since social media platforms favor businesses with more engagement. Both of these factors can lead to additional sales through upselling, repeat business, […]
Harnessing the Power of Intrinsic Motivation for HNW Clients
Joining a co-ed soccer league. Learning to say beautiful words in Italian. Improving your woodworking skills. Starting a garage band with the neighbors. Re-reading all the Harry Potter books in order. What do all of these things have in common? They’re fueled by intrinsic motivation. According to Healthline, intrinsic motivation is “the act of doing […]
Why Your Marketing Strategy Must Be Ongoing and Consistent
Why Your Marketing Strategy Must Be Ongoing and Consistent When it comes to business, there are no overnight success stories. It takes time to build an audience, a brand, and a reputation. Even when a company has reached a certain level of success, they have to continue to market their products and services. Imagine if […]
Why Risk Preference and Risk Capacity Need to Be Scored Separately
Risk tolerance questionnaires have traditionally consisted of questions that produce one score centered around risk preference or attitude, which advisors then use to create portfolios or record the rationale for how they match clients to specific firm models. This can often create misalignment as it may not expose the entire reality of an individual’s overall […]
The Value of Content Marketing for Asset Managers
Content marketing is the act of creating and distributing digital media with the intention of attracting and retaining the attention of a defined target audience. This digital media can be produced in various forms, including articles, emails, social media posts, videos, podcasts, and more. How Content Marketing Differs Than Traditional Marketing Content marketing differs from […]
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more. But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing […]
What Financial Advisors and Their Firms Don’t Understand About Digital Marketing
How can advisors and financial firms improve their marketing? Digital marketing expert and TIFIN Clout CEO Niharika Shah explains why the solution lies in personalizing relationships. Originally from InvestmentNews.com (11/4/21) For many advisors and their firms, the era of cold-calling and wholesaler-paid prospecting dinners were the good old days of advisor marketing. Truth be […]
3 Things You Should Know about the FIRE Movement
You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the Millennial and Gen Z generations continue to shift their perspectives on work and happiness, the Financial Independence, Retire Early (FIRE) movement has… well… been spreading like wildfire. Here are three […]
TIFIN raises $47 million at a $447 million valuation and adds Hamilton Lane to its group of Strategic Investors that includes J.P. Morgan, Morningstar and Broadridge
The momentum in capital raising – closing Series A, B, and C rounds in under 12 months – is validating for TIFIN’s thesis that personalization and data are critical for the future of investment management.