Personalization: An Imperative With Ultra High Net Worth Clients

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As clients become more discerning with their expectations for service and personalization, it’s no surprise that highly coveted Ultra High Net Worth (UHNW) clients may be even more so.  UHNW clients have a myriad of options where to invest their assets and the nuances of each relationship matter. Hyper-personalization can be a powerful driver when […]

Four Things You Didn’t Know About Direct Indexing

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You’ve heard of direct indexing, and some supporters have gone so far as to say it’s the future of investing. While it’s largely accepted that personalization is critical, what does direct indexing really mean, and how can a smaller practice achieve it at scale? It’s no secret that over the last decade, passive investing has […]

Personalize or Perish: Why Personalization is Key for Financial Advisors

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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 to remaining relevant in a competitive marketplace where clients expect more than ever.  For financial advisors, the stakes are even higher. As investors are increasingly turning to new robo technology […]

How Positive Psychology Is Moving From The Fitness Industry To Financial Services

Positive Psychology Moves from Fitness Industry to Financial Services

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 brands like Peloton and Noom, have embraced the principles of positive psychology to change the way people approach working out and weight loss. Instead of considering fitness a means to […]

Using Financial Personality to Guide the Advisor-Client Relationship

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All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road — from what house they can afford, to […]

A Conversation With TIFIN Personality Co-Founder & Chief Product Officer Iain Gillespie

Iain Gillespie

Unlocking the Power of Personality in Investing: A Conversation with TIFIN Personality’s Iain Gillespie TIFIN Personality is combining the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth. It’s a concept that co-founder and CPO Iain Gillespie has been working on for years, combining the […]