Why Every Investor Should Know Their Financial Personality

Personality illustration

Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables for each investor to consider — their time horizon, their long-term goals, their risk tolerance and more. This can create a situation where, paralyzed by data, an investor builds a […]

Using Financial Personality to Guide the Advisor-Client Relationship

Illustration of can phone

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 […]