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
Women in Finance: Meet Laura Kimble
Today, we’re highlighting Laura Kimble, Vice President of Product and Machine Learning at TIFIN Content. Laura joined the team in 2020 to help build and
Women in Finance: Meet Jamie Fairbanks
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
A Conversation with ProcureAM: What You Don’t Know About Investing in the Space Industry
Investors with a high financial personality score in Viewpoints tend to be lifelong learners, early adopters, and are willing to learn about technologies and trends
Converting Prospects Through Simple Retirement Planning
Whether a you can retire when you want to is top of mind for pretty much anybody in the workforce today. If you’re like
[Case Study] Targeting with Precision: My Personal CFO and TIFIN Content
Nathan Brown, CFP®, ChFC®, RICP® from My Personal CFO, a full-service financial firm committed to helping individuals and business owners, leveraged TIFIN Content to increase
How Financial Advisors Can Incorporate Video Into Their Marketing Strategy
Financial advisors need to tailor their marketing strategy to meet prospects on the platforms that they utilize and the medium that they prefer. With consumer
Investing in Tech: A Primer
Investing in the latest technology can bear fruit – but brings risk. Ever wish you’d bought Apple stock in 1980? When the tech giant went
A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which
Managing Tomorrow’s Wealth Today: The Power of Entry-Level Financial Planning
Picture your ideal financial planning client. Chances are, it’s not a Gen Z prospect with a low (or negative) net worth. But, while older generations
