TIFIN Wealth Blog
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How AI is Changing the Wealth Management Industry
AI is here. Is your firm ready? Watch a replay of an insightful webinar featuring leaders from TIFIN, Deloitte and Brighton Jones as they discuss
How to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic
Retirement Income Planning: Develop a Plan in Four Easy Steps
You may think you’re prepared for retirement by having a retirement savings account, but have you developed a retirement income plan? Here’s what you need
[Case Study] How TIFIN Content Advisors Are Using Personalized Outreach To Convert New Clients
From digital marketing to content marketing to social selling; advisors these days are bombarded with buzzwords, best-practice tips, and lists of tactics you should try
Personalize or Perish: Why Personalization is Key for Financial Advisors
Personalization is key to compete in a crowded marketplace. While personalization was once a “nice to have,” providing a personalized wealth management has become essential
8 Tips For Financial Advisors To Level Up Their Social Media
It’s no longer news that social media is a vastly powerful force in marketing. More than 73% of marketing professionals said that social media marketing
Why not having the right API strategy is not just a poor business decision, it is a client retention issue for fintechs
The Era Of Walled SaaS Gardens Is Dead Not too long ago, software platforms could live in isolation. They were built as complete waterfall technologies
How Today’s Portfolio Risk Assessment Tools Rely On AI and Big Data To Better Serve Their Clients
Traditionally, advisors were only able to capture inputs directly from their clients. This information was often very subjective and relied heavily on the clients’ feelings
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies.
How the Right Risk Profiling Can Help You Close Clients (No, Really!)
As discussed in our article Traditional Risk Tolerance Questionnaires Lead to Inaccurate Risk Appetite, risk tolerance questionnaires help mitigate biases and emotional subjectivity in investing
If You’re Only Looking at Traditional Risk Tolerance, You’re Missing More Than Half of the Equation
At TIFIN Risk, we’ve introduced a better way to quantify risk. The usual risk tolerance questionnaire for advisor includes questions about how your client feels
