Risk Tolerance
TIFIN Risk is now integrated with Wealthbox CRM
TIFIN Risk’s fact-based risk profiling platform is now even easier to use for advisors who work with Wealthbox CRM. We are excited to announce our
Advisor Marketing
Why Financial Advisors Need To Demonstrate Their Firm’s Expertise In Digital Marketing
The Online Marketing Institute has shown it takes between 7-13 touches with a client before you make a sales-ready lead. One of the best ways
Risk Tolerance
How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
In this episode of TIFIN Risk LIVE, Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at TIFIN
Advisor Marketing
The Impact of Apple’s iOS 15 Update on Email Marketing for Financial Advisors
At its Worldwide Developers Conference in June, Apple announced new privacy features for the iOS 15, which became available to the public in September 2021.
Risk Tolerance
Why Fact-Based Multidimensional Risk Capacity Is a Superior Approach for Financial Advisors to Profile Their Clients
Advisors have traditionally used risk tolerance questionnaires and basic timelines as the basis for portfolio recommendations. Unfortunately, these practices are riddled with flaws. As outlined
Financial Personality
Personalization: An Imperative With Ultra High Net Worth Clients
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
Risk Tolerance
SEC’s Request for Comment On Digital Engagement Practices (DEPs) Puts Fintech Practices Under a Microscope
On August 27, 2021, the SEC issued a press release “requesting information and public comment on matters related to the use of digital engagement practices
Risk Tolerance
How Advisors can streamline their practice with State Street ETF Model Portfolios and TIFIN Risk
Click on the video below to watch the playback of our conversation with State Street. State Street Model Strategist Karlan Patel, CFA joined TIFIN Risk’s
Risk Tolerance
How Assessing Risk Capacity With TIFIN Risk Helps Satisfy the Duty of Care Requirements of Reg BI
One of the key components of the Regulation Best Interest adopted by the SEC on June 30, 2020, is the Care Obligation. In referring to
Financial Personality
Four Things You Didn’t Know About Direct Indexing
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
Recent Posts:
Explore More:
Menu
