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
A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization
As more people take the TIFIN Personality Financial Personality Assessment, it has become clear that a significant number of investors are passionate about ESG and
Why Conversational AI is a Must for Your Financial Planning Practice
Your clients and prospects expect a simple, digital solution to fulfill every need – including financial planning. That means you must embrace emerging technology to
Where Faith Meets Finance: Biblically Responsible Investing
Religious beliefs often guide charitable giving. But they can also guide investment choices. In today’s world of bespoke clothing and customized coffee, more and more
The Dangers of Gamified and Thrill-Seeking Investing for Gen Z and Millennials
Investing has always come with some risk, and it’s understood in the financial community that the more risk a person takes on, the more they
The Importance of Understanding Your Risk Profile for Your Retirement Accounts
With pensions nearing extinction, most Americans have had few other options but to build their own retirement nest eggs. Many individuals have turned to their
A Conversation with Change Finance: The First-Ever Certified Carbon Neutral Fund
As more people take the TIFIN Personality Financial Personality Assessment, it becomes clear that a significant number of investors care about ESG and putting their
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
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
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
