Podcasts about tifin

Welcome to Entrepreneur Lounge of India (ELI)! In this episode, we speak with Kiran Nambiar, Co-Founder & CEO of MyFi by TIFIN, about how AI is reshaping wealth management and empowering Indian investors with intelligent, personalized financial advice.

This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast's standout moments of 2024. They discuss the evolution and future of UMH, including the transformative impact of LifeYield's recent acquisition by SEI. Jack highlights pivotal industry conversations with leaders advancing UMH capabilities, explores strategies for overcoming implementation challenges, and emphasizes the importance of innovation for financial advisors and firms. Jack also shares key career advice that has shaped his professional journey. In this episode: (00:19) - Year-end wrap-up and review (00:58) - The dawning of UMH (03:10) - Defining UMH and its importance (04:41) - Key elements of UMH (07:43) - UMA vs UMH (09:15) - Memorable episodes from 2024 (13:25) - AI, research, and the digital frontier (15:01) - Building multi-account UMH capabilities (19:05) - Career advice and closing thoughts Quotes “Through this acquisition, SEI will be the first in the industry to provide real-time, automated, unified managed household or UMH capabilities in a cost-effective, fully bundled overlay solution.” ~ Jack Sharry “The single biggest challenge we find is getting all the departments, all the silos to work together. And that is also why it is important to have a single executive sponsor or leader.” ~ Jack Sharry “Improving after-tax returns and income is inherently a multi-account exercise.” ~ Jack Sharry Links  SEI: https://www.seic.com  Morgan Stanley: https://www.morganstanley.com  MoneyGuide Pro: https://www.moneyguidepro.com  Tifin: https://tifin.com  Wells Fargo: https://www.wellsfargo.com  EY: https://www.ey.com  Franklin Templeton: https://www.franklintempleton.com  Matt Nollman: https://www.linkedin.com/in/mattnollman  Mark Hoffman: https://www.linkedin.com/in/mark-hoffman-16946359  Martin Cowley: https://www.linkedin.com/in/martincowley  WealthTech in the Weeds with Charles Smith: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-charles-smith  WealthTech in the Weeds with Rose Palazzo: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-rose-palazzo-and-mark-hoffman  WealthTech in the Weeds with Jeff Benfield: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-jeff-benfield-and-martin-cowley  WealthTech in the Weeds with Eric Lori: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-eric-lordi-and-martin-cowley  WealthTech in the Weeds with Roger Paradiso: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-roger-paradiso  The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham: https://wealthtechondeck.com/episodes/the-evolution-and-resurgence-of-sei-with-ryan-hicke-and-sean-denham  The Age of the New Wealth Portfolio with Erich Holland: https://wealthtechondeck.com/episodes/the-age-of-the-new-wealth-portfolio-with-erich-holland  Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young: https://wealthtechondeck.com/episodes/unlocking-the-potential-of-generative-ai-in-asset-and-wealth-management-with-amy-young  Unlocking AI's Potential in Wealth Management with Rob Pettman: https://wealthtechondeck.com/episodes/unlocking-ais-potential-in-wealth-management-with-rob-pettman  WealthTech in the Weeds with Michael Liersch: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-michael-liersch-and-harry-bartle  Scott Smith: https://www.linkedin.com/in/scott-smith-148360  Financial Advisor Magazine: https://www.fa-mag.com  Frances Frei: https://www.linkedin.com/in/francesfrei  Edward Jones: https://www.edwardjones.com  JP Morgan: https://www.jpmorgan.com  Merrill: https://www.ml.com  Harvard Business School: https://www.hbs.edu  Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The integration of artificial intelligence is poised to significantly transform wealth management. AI's true value lies in its ability to solve complex business challenges. By understanding the industry's specific pain points, AI can be used strategically to drive growth, boost profitability, and deliver exceptional client experiences. In this episode, Jack talks with Rob Pettman, President & Chief Revenue Officer at TIFIN. In his role, Rob oversees revenue generation strategies, forges strategic partnerships, and drives the company's growth initiatives. Rob talks with Jack about the types of AI used in managing wealth and the efficiency and growth potential it brings. He also shares how TIFIN helps wealth management firms implement AI into their practices. In this episode: [01:30] - Rob's role at TIFIN [03:57] - Two types of AI that can be applied to wealth management [06:59] - How AI supercharges organic growth [13:20] - How Rob helps wealth management firms implement AI [15:25] - AI decision-makers [17:27] - Rob's thoughts on the future of the industry [19:14] - Rob's key takeaways [20:22] - Rob's interests outside of work Quotes [03:11] - "I met with a lot of technology firms, and everybody will tell you what the technology does. But very rarely does anybody really help you understand the business problems that the technology could solve for you." ~ Rob Pettman [05:04] - "Think about some of the commercial applications for [AI]. It can help with predictive growth. It can help with predictive risk management, whether in a portfolio context or a compliance context. We have massive sums of data in wealth management. And so the ability to be able to train these algos on them and then essentially leverage them to get additional horsepower creates operational efficiency in our decision-making process" ~ Rob Pettman [15:45] - "Supervised AI is an algorithm that learns over time. The sooner I start, the smarter it is over time. So if I start earlier than my competitors, my stuff's going to be a lot smarter than their stuff when they start late." ~ Rob Pettman Links  Rob Pettman on LinkedIn TIFIN Sage Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Do you feel wounded? Do you yearn to feel whole? Tifin started searching for her biological family at 19. Listen in to what she's learned about wholeness since then including insights from coaching and astro-coaching.https://www.tifindillon.com/https://www.facebook.com/groups/1776536339297503https://www.youtube.com/channel/UCVkdPPGv968-oUSl-NUKsCw  Guests and the host are not (unless mentioned) licensed pscyho-therapists and speak from their own opinion only. Seek qualified advice if you need help.

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk) and how they play into creating personalized investment proposals Plus, you'll hear AJ's (former college football player) predictions on next season's NY Giants. TIFIN Wealth: www.TIFINWealth.com www.TIFINWealth.com/fpa  

In recent years, there's been significant conversation around burnout and how to beat it. From those conversations, we know that mindfulness has a place in our work… but how literal should that be? According to Thomas Droge, the Chief Mindfulness Officer at Tifin, it should be pretty literal. Nicole talks to Thomas about why we all need a mindfulness officer. Plus, Thomas takes Nicole— and now, you— through a mindfulness exercise that will help you reduce stress.

Zoey Tang sits down with Vinay Nair, founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. TIFIN operates a collection of fully-owned subsidiaries in wealth and investments that are shaping the future of investor experience. Vinay was also the Founder and Chairman of 55ip, which was successfully sold to J.P. Morgan. As a serial entrepreneur and investor, Vinay was also a former finance faculty member of Wharton. His teaching focuses on venture capital, private equity, and entrepreneurship. He is also recognized as an expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press. In the episode, Vinay covers his journey from academics to entrepreneurship, how TIFIN is helping transform Wealth Management for consumers and financial advisors, and how TIFIN is pioneering in the space using Gen AI through partnership with incumbents.

Jack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution. In this podcast, we've invited Jack to speak on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market. They … Continue reading Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift →

Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor. In this podcast, Vinay brings his extensive background in both the academic and business world to give … Continue reading Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair →

When it comes to investing, it's been said that the biggest risk of all is not taking one. But for many of us, the prospect of figuring out how and where to smartly invest our money is overwhelming if not flat-out confusing. TIFIN is a FinTech company focused on democratizing this process by matching investors to potential investments with AI. In this episode, Raja Musunuru, the Chief Product Officer of financial tech leader TIFIN, covers a wide range of topics, from the importance of understanding customer needs to promoting data fluency across an organization. Tune in to learn:About TIFIN [00:55]Raja's unique perspective on technology, data, and products [12:01]The costs of cloud computing [16:04]Cloud governance and oversight [20:02]Views on FinOps [21:22]Optimizing the costs of multi-cloud operations [29:23]Promoting data fluency [36:19]Mentions: TIFINAmicus.ioDr. Vinay NairKPMGAmazon Web Services (AWS)Google CloudGrit: The Power of Passion and PerseveranceThe MindsetGet even more insights from data and analytics leaders like Raja on The Data Chief.  Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

Do you want to know how to launch a successful career in finance and grow professionally? Do you ever wonder what separates the average worker from the high performer? Well, there is no need to guess because in this episode, I talk with my former colleague and assistant controller of a successful FinTech company, Heidi Ardia. In this show we'll be discussing topics such as education, learning from others, and building the right skillsets to lead with impact and accelerate one's career. You'll also learn about the importance of staying up to date on emerging technologies and industry trends, as well as the value of building a strong professional network to help you succeed in finance. If you are interested in pursuing a career in finance or looking to take your finance career to the next level, then this episode is definitely for you! So, sit back, relax, and join us as we explore the secrets to launching a successful career in finance.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

BIO: As an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres's mission is to continuously enhance the investing experience for both advisers and investors through innovative technology.STORY: Larry tried to create a hedge fund, 50% tied to digital gold and 50% tied to the top five cryptocurrencies but faced so many setbacks in the process. He spent too much time and money on this venture, which never paid off.LEARNING: Don't try to build an investment product around an unregulated industry. Don't invest in what you don't know. “If you don't know anything about private equity, derivatives, or options, don't do it. First, learn how it works and then look to invest in it.”Larry Shumbres Guest profileAs an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres's mission is to continuously enhance the investing experience for both advisers and investors through innovative technology. He is recognized as an industry expert and has over 20 years of fintech experience with companies such as Charles Schwab, Morningstar, and New York Life Investments.Most recently, Larry founded, built, and exited Totum Risk, a leading risk tolerance platform for the financial industry, through its acquisition by TIFIN. Before Totum, Larry built SmartVision by eVestment, which was later acquired by Nasdaq. He also led the sales team at eMoney before its acquisition by Fidelity.Worst investment everIn 2017, Larry had the idea of building a hedge fund, 50% tied to digital gold and 50% to the top five cryptocurrencies based on market cap. He put a lot of time and money into it. Larry had another business partner that was also putting time and money into it. He even had some friends and family money tied into this venture.Larry completed the private placement memorandum (PPM) to enable him to sell the product and have investors review it. Larry faced a couple of problems during this whole process. One, he didn't have a track record. Two, he couldn't sell the product in the United States. Three, it was impossible to distribute the product in other countries that had their own rules and regulations.So after spending a lot of money on attorneys, consultants, rules and regulations, and licenses, it got to the point where it wasn't worth it. So Larry shut it down and lost the money.Lessons learnedDon't try to build an investment product or tool around an unregulated industry.Anything that the SEC hasn't approved is a big risk.Andrew's takeawaysRevenue is everything. As a startup, your number one goal is to get your revenue up as fast as possible.Actionable adviceWhether you're an entrepreneur or an investor, investing in what you know and what is regulated is wise.Larry's recommendationsTo review any investments, Larry recommends going to large financial institutions like Schwab, Fidelity, Vanguard, JPMorgan, Chase, etc. Such institutions have a plethora of information to help you learn about investments. But more importantly, if you don't have a passion for investments, Larry recommends partnering with a financial advisor to...

ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. AI's greatest strength has always been its ability to personalize information in seconds. With the advancement and accessibility of technology, these AI solutions have become popularized, even in the financial services sector.  Vinay Nair is the Founder, Chairman, and CEO of TIFIN, a company that makes investing engaging by using investment intelligence, data science, and technology. With TIFIN, Vinay hopes to manifest the future at a faster pace and build a collaborative experience between humans and AI. In this episode, Vinay talks with Jack about how TIFIN is disrupting wealth tech, Vinay's predictions for the industry's future, and the importance of innovation even in times of financial hardship.   Key Takeaways [01:30] - An introduction to Vinay's background. [03:00] - Vinay's role at TIFIN. [04:53] - What is “tech debt”?  [06:17] - An overview of TIFIN's point solutions. [09:16] - How to build a problem-solving product with AI. [14:23] - What is holistic wellness? [17:27] - Where does Vinay see the industry going from here? [20:14] - Opportunities in the insurance and annuity space. [22:45] - Vinay's key takeaways. [25:49] - How Vinay spends his time when he's not working. Quotes [03:54] - “We believe we are helping the future manifest at a faster pace.” ~ Vinay Nair [22:31] - “I think a lot of what we are talking about at the end of the day will be a human-AI collaborative experience.” ~ Vinay Nair [22:55] - “I think we are in a fascinating phase of innovation. If you're running a business, it's sometimes tough to allocate capital to innovation, especially in moments when you feel like you have to survive. But that's a little bit like cutting down on internet spending in 2001 if you want to build a longer-term business. So the ability to reallocate to innovation from other things is going to be a key differentiator of firms that thrive and firms that don't.” ~ Vinay Nair Links  Vinay Nair on LinkedIn TIFIN 55ip J.P. Morgan Ness Card Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Working in accounting and finance can offer numerous benefits to employees. The profession can help employees develop a number of related skills such as problem-solving, analytical thinking, communication, and organization. Accounting and finance can also offer competitive salaries along with the potential for career advancement. Tune in to this episode where Steve talks with a few of his old FinOps team members—Heidi, Reid, and Joseph about their personal journey and experience working for a financial technology company.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Spencer Israel, Executive Producer of Magnifi Communities TV at TIFIN, joins Rich Pasqua and Matt Sky to unpack the investment and crypto media landscapes and the ongoing developments of FTX and Sam Bankman-Friend's pending trial.We cover:How to successfully engage audiences in the investment, finance, and crypto spaces. FTX's sudden collapse and how a regulatory framework for the industry could play out moving forward. The future of crypto exchanges and the industry, more generally. Episode links: https://magnificommunities.com  https://twitter.com/sjisrael 

Technical analysis is a discipline that involves leveraging price trends and patterns to evaluate investments and identify trading opportunities.  To be successful when employing this technique, investors must follow fundamental principles to spot valuable indicators of a security's future price movements, then act on them with confidence.  In this episode I talk with JC Parets, the CEO of All Star Charts, about how to start incorporating technical analysis into one's investment strategy to realize greater financial value in the marketplace.  We also discuss capitalizing on market volatility, correlations with currencies, and pitfalls to avoid when employing technical analysis.  Visit www.byfiq.com for more episodes and resources to empower your financial life.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

In the world of finance there are bull and bear markets. Trying to time these markets may prove to be a difficult task, however by understanding what indicators and trends to watch for, investors can find opportunities in both good and bad times. Join me for this episode where I talk with market expert, Steve Reitmeister, about the investment strategies for seizing opportunities in both bull and bear markets. We will discuss what investors should consider when anticipating a bear market, how to change one's liquidity profile, and what to look out for to minimize risk while capturing financial upside. Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

For more information and tools on how you can boost your financial IQ, visit us at www.byfiq.comWhat's the difference between trading, investing, and gambling when it comes to stocks?  In this episode seasoned investor and financial expert, Adam Mesh, walks us through the strategies required to maximize one's wealth and earn consistent returns in the stock market.  We'll discuss how the individual investor has evolved, what it takes to be a successful trader, key things to look at  before investing in stocks, and how to earn consistent and healthy returns on a diversified portfolio.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press. Connect with Vinay: LinkedIn: https://www.linkedin.com/in/vinay-nair-47390b Twitter: https://twitter.com/DrVinayNair Website: https://tifinwealth.com Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv © Financial Advisor TV, LLC. All Rights Reserved

Our guest today is Vinay B Nair, Founder and CEO of TIFIN, which is a fintech venture in the US that provides technology and expertise to business clients to apply AI to personalise their financial products and services to their end customers or consumers. Vinay has a chemical engineering degree, and a doctorate in finance and economics. He founded TIFIN in 2018. Previously he has been a hedge fund manager and sold a startup, 55 Institutional Partners, an investment advisory, to JP Morgan. He is a visiting faculty member at The Wharton School and co-author of 'Investing for Change' – a book that argues for responsible investing.

My guest today is Ben Pitts from TIFIN Wealth.  Ben has a background as an advisor and is a Partner at TIFIN which is a venture backed fintech company that has raised nearly $200m and offers advisors a portfolio of solutions including a natural language investment research platform called Magnifi, a digital marketing platform called Clout, a risk assessment platform and a lightweight financial planning platform called TIFIN Plan.We focus a lot of our conversation on the need for fintech that allows advisors to enhance the participant experience, how advisors can deliver personalized financial wellness and advice to participants in profitably and efficiently, how to bring financial planning to the main street, and how TIFIN Plan empowers these planning-focused conversations with participants rather than just investment-focused discussions.

AJ Boury is the Chief Marketing Officer at TIFIN, a financial service creating engaging wealth experiences to improve financial lives through AI and investment intelligence driven personalization for the advisor and self-directed investor, recognizing the uniqueness of each investor. In this episode, AJ joined Doug to talk about what it means to be a CMO … Continue reading Episode 62 – The CMO Series – Drivers of Revenue: AJ Boury →

The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz. Companies Mentioned Adhesion Wealth [02:30] Asset-Map [29:30] AssetMark [02:30] Brinker [11:00] CogniCore [21:10] Envestnet [04:05] First Ascent [10:45] FPalpha [29:30] fpPathfinder [29:30] Lumiant [27:37] Morningstar [11:00] Orion [07:38] Pershing [13:12] Right Capital [31:15] Sawtooth [08:50] Schwab [10:15] SEI [11:00] SigFig [07:55] Simplicity Group [09:30] TD Ameritrade [10:15] TIFIN [26:17] Vestmark [02:40] Wealth Simple [26:50] Topics […] The post Ep. 147: June News Roundup appeared first on and was written by Craig Iskowitz.

I met Tricia Rothschild for the first time at an industry conference late last year. It's odd that it was our first meeting as we've both been in the industry for 30 years and we have in common many acquaintances.Tricia Rothschild was one of the early contributors to the massive success of Morningstar, making the wealth management and investment research company a household name.  She was the Chief Product Officer and Co-Head of Global Markets at Morningstar and managed a multi-million-dollar P&L supported by global teams of technologists, designers, researchers, product managers, and marketers. In her 26 years at Morningstar, Tricia helped develop online investment services for individual investors, and build the firm's equity research business. She left Morningstar two years ago, but Tricia has stayed true to her wealth management passion and now serves on several boards of directors in the financial services and fintech space, including board seats at Riskalyze and Tifin.  She earned a spot on Financial Planning's 2021 “Most Likely to Change Wealth Management” list, and received Investment News' 2020 “Women to Watch” award.Listen to this 22nd episode of Can You Hold My Attention? to hear Tricia's views on culture and inspiration within a fast-growing company, her thoughts on the current state of the financial markets, and her advice for business owners on managing complexity and staying focused.

Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: Welcome to another episode of our Daily Fintech Podcast. THE NEWS HIGHLIGHT OF THE DAY IS Coinbase users are reporting difficulty withdrawing funds, heightening fears amid a widespread crash in cryptocurrency prices. The company confirmed the issues in a tweet on Thursday. JUST IN: Mark Cuban is reliving the internet boom when he looks at crypto. The ‘consolidation phase' is coming, he says. AS FOR PARTNERSHIPS The leading Swedish expense sharing fintech Steven AB has chosen Enfuce, one of Europe's leading fintechs, as its payment card issuing provider. WHAT'S THE LATEST ON VENTURE FUNDS? A trio of PayPal Ventures alumni has raised $158 million for Infinity Ventures, a new early-stage venture firm dedicated to investing in fintech startups globally. WHAT ABOUT FUNDING ROUNDS AND INVESTMENTS? Wayflyer secured $300M (approximately €288.28M) in a debt financing round from J.P. Morgan, with Neuberger Bermann acting as a mezzanine provider. TIFIN raised a $109 million Series D round. belo, the digital wallet that allows the exchange between Argentine pesos and crypto, received an investment of US$3 million. NOW, LET'S COVER NEW LAUNCHES AND FEATURES. Clear Junction announced the introduction of a new e-wallet solution that will enable open banking providers to overcome some of the challenges they face when going to market. Atom Finance, the investment intelligence app that was founded to bridge the information gap between Wall Street professionals and everyday investors, announced the official release of its embedded stock and crypto intelligence platform.

Cor Hoekstra co-founded fintech company Amicus.io to align the incentives of donors, financial institutions, corporations and philanthropic organizations for charitable giving at scale. Shortly before selling the business to TIFIN in 2022, we sat down with Cor to talk about attracting investors and how his work for tech giants such as Oracle and IBM informed the venture.

Technology and business over the past 20 years have seen such a quantum leap in innovation, that it's about time we changed our strategies to match the present and future. No longer can we just focus on mastering one discipline, but rather find a way to weave topics like technology, science and finance, together.Dr. Vinay Nair discusses with us today how through complex and creative contemplation, putting the customers needs and your employees growth ahead of the product is the new wave of thought that will lead to big results in these modern times.A serial entrepreneur, investor, and academic, Dr.Vinay Nair has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services.  He started his career as a finance faculty member at The Wharton School. After launching and managing a quantitative hedge fund which led him to start 55ip, which was successfully sold to JPMorgan Chase, he started TIFIN to tap into the potential that science and technology have to deliver better investor experiences and outcomes.His 2008 book, “Investing for Change”, published by Oxford University Press, reflects his recognized expertise in the areas of sustainable and responsible investing. His academic background includes a Ph.D. in Financial Economics from the Stern School of Business at NYU with an award for the best thesis, and a Bachelor of Technology from the Indian Institute of Technology, Madras with the Governor's Gold Medal, an award for all-round excellence.