Risk
Countering Client Anxiety With Risk Scores Rooted in Reality
Market volatility is par for the course in investing—yet it can still catch your clients off guard. When markets dip or volatility prevails, investors often
Personality
Where Faith Meets Finance: Biblically Responsible Investing
Religious beliefs often guide charitable giving. But they can also guide investment choices. In today’s world of bespoke clothing and customized coffee, more and more
Risk
The Dangers of Gamified and Thrill-Seeking Investing for Gen Z and Millennials
Investing has always come with some risk, and it’s understood in the financial community that the more risk a person takes on, the more they
Risk
The Importance of Understanding Your Risk Profile for Your Retirement Accounts
With pensions nearing extinction, most Americans have had few other options but to build their own retirement nest eggs. Many individuals have turned to their
Risk
Why Risk Preference and Risk Capacity Need to Be Scored Separately
Risk tolerance questionnaires have traditionally consisted of questions that produce one score centered around risk preference or attitude, which advisors then use to create portfolios
Personality
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending
Risk
TIFIN Risk is now an approved affinity partner for Infinex Financial Group
Today, we are excited to announce our latest partnership with Infinex Financial Group. TIFIN Risk is now an approved affinity partner, and we are able
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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
Risk
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
Risk
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
