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
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.
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
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
Did you know many investors get stuck in investment portfolios that don’t align with the facts in their current life situation? That’s because a lot
As an advisor, you have probably been relying on financial risk tolerance questionnaires to assess a client’s risk preference. Then, depending on the client’s answers,
We are excited to partner with Advisor Group as an approved risk profiling vendor to its network of firms including FSC Securities Corporation, Royal Alliance, SagePoint
What can the financial services industry learn about loyalty and engagement from the world of fitness? More than you might expect. The fitness industry, specifically
Boulder, Colo.-based The TIFIN GROUP, a fintech holding company, announced today that it has added two new technology providers to its portfolio, including the risk
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches
This blog is sponsored by TIFIN Grow LLC. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisor before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of TIFIN Grow LLC. As a technology company, TIFIN Grow LLC provides access to tools and will be compensated for providing such access. TIFIN Grow LLC does not provide broker-dealer, custodial or other related investment services. TIFIN Grow LLC receives compensation for all search results marked “sponsored.”
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