TIFIN Wealth Blog
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Women’s History Month: Why Personalization Matters
At TIFIN Wealth, we believe in better financial outcomes for all investors. And part of that is acknowledging what makes every person unique. Technology-driven personalization
Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack
Does your firm want to leverage technology to fuel growth, but isn’t sure where to start? Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell
Capturing the Future of Workplace Enterprise Lead Gen
It’s well known that some of the wealth management industry’s largest firms are focused on the workplace channel, and many of the larger players in
Health, Wealth and Tech: What Every Firm Should Consider
In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Sam Kina, SVP
Revolutionizing the Client Experience by Recognizing the Human Side of Wealth Management
In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales
Modern Workplace Opportunities in Wealth Management
In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales
3 Ways Advisors Can Reset and Reinvigorate in the New Year
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
Giving Tuesday Webinar: Trends & Opportunities in Charitable Planning
Watch a replay of TIFIN Wealth’s Giving Tuesday webinar on trends & opportunities in charitable planning as panelists from Ingalls & Snyder, Wealthspire, and Aspiriant
Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research
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
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,
