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For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...

Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.

The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...

BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...

LDER, CO and NEW YORK, NY / ACCESSWIRE / February 16, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced that Clout by TIFIN is partnering with Commonwealth Financial Network® and Sanctuary Wealth to provide personalized marketing to attract and engage the next generation of advisors and clients.