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
As Companies Stay Private Longer, Advisors Need Access to Private Markets
It’s no secret that Initial Public Offerings (IPOs) have been the go-to fundraising tool for companies of a certain size for over a century. However,
5 Questions with Ultra Blue Capital: How AI is Reshaping Active Investment
For investors curious about cutting-edge technologies, smart systems like artificial intelligence (AI) and data analytics are extremely compelling. By allowing you to better analyze complex
Financial Planning: Why AI-Powered, Simpler Software Can Help You Grow
Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want
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.
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.
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
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
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
Supporting Client Philanthropy in Affluent Households
Charitable giving continues to be a priority for affluent households, and we believe their financial advisors would be remiss to overlook its importance when it
