Mar 20, 2024
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: