Client Conversations: 7 Things Clients Need to Do in the Decade Before They Retire
Have you ever wished that there was a simple retirement roadmap – one that outlines each person’s path to financial security featuring days spent with family, vacations, and blissful moments of relaxation? Of course, there’s no one-size-fits-all way to help clients reach their retirement goals. What they need and how you’ll get there depends on […]
Harbor Capital Advisors: Tips on Leveraging Commodities as an Inflation Hedge
Watch Harbor Capital Advisors’ Spencer Logan as he discusses tips on leveraging commodities as an inflation hedge.
5 Questions with Swan Global Investments: Is the End of the Bond Bull Market the Rise of Hedged Equity?
Consider a rock climber, seeking to consistently reach higher, but inserting pitons for safety into the rocks in case they suffer a misstep or a fall. Within investing, a hedged equity strategy may perform the same function – allowing investors to grow with the equity markets but may provide extra security when it’s needed. TIFIN […]
5 Questions with BrightPortfolios: Investing in Line with Christian Values
At TIFIN Grow, we believe that with investment personalization, it’s critical to help clients invest in what matters most to them. This should not end at clients’ religious beliefs. We sat down with BrightPortfolios, a firm that offers asset allocation portfolios and automated solutions to financial advisors, to learn more about solutions within this growing […]
A Conversation with Breakwave Advisors: The Impact of Global Trade and Geopolitical Conflict on Dry Bulk Shipping Markets
Viewpoints investors, one of the TIFIN Financial Personality types, are interested in the emerging technologies, industries, and trends shaping the future. We sat down with Breakwave Advisors, creators of the Breakwave Dry Bulk Shipping ETF (BDRY), to learn more about one such industry, dry bulk shipping, and how it has been impacted by recent global […]
5 Questions with Procure: The Importance of Satellite Communications in Modern Combat
When people think of investing in space, a key theme within the Viewpoints Financial Personality, they may not realize that satellites are an integral part of the sector. Satellites are of key importance for a variety of practical uses and current events have highlighted their value during geopolitical conflicts. We spoke to ProcureAM to learn more […]
A Conversation with Emles: Aerospace, Defense, and the Potential of U.S. Federal Contracts Investments
Security investors, one of the TIFIN Financial Personality types, are keen on knowing that their investments are protected across market cycles. We sat down with Emles, creators of the Federal Contractors ETF (FEDX), to learn how companies with high exposure to U.S. federal contracts may offer potentially stable through-the-cycle revenues. FEDX returns are designed to […]
How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]
5 Questions with Bill Parsons
TIFIN Grow is pleased to welcome Bill Parsons as EVP and General Manager. We’d like to introduce Bill and the deep experience he brings to the fintech, AI, and analytics-led solution space. Below, we invite you to get to know Bill as he answers five questions about his career, the fintech industry, and the best […]
Putting the “I” in Investor: How to Give Clients the Personalization They Expect
Consumers now expect customized treatment from all services – including their financial advisor. New technology can help even small practices keep up. “One size fits all” no longer fits. In a world where a person’s streaming service recommends movies they’ll love and their grocery app remembers their favorite snacks, investors are wondering why their financial […]