Education
Being a smart consumer of wealth management starts with understanding how investing works—and what to watch out for.
Featured
Apr 11, 2025
How to track your investments like a pro (without losing your mind)
Apr 8, 2025
How to stay rational during market volatility: behavioral finance tips
Apr 1, 2025
Stress-test your portfolio: A no-panic guide to planning for the unexpected
Mar 30, 2025
Think you’re diversified? These hidden portfolio risks might prove otherwise
Is your portfolio really working? How to evaluate risk, fees, and performance like a pro
Is your portfolio really working? How to evaluate risk, fees, and performance like a pro
Mar 1, 2025
Think everyone pays the same for investments? Think again.
Think everyone pays the same for investments? Think again.
Feb 10, 2025
Is your investment portfolio leaking money? Here’s how to fix it
Is your investment portfolio leaking money? Here’s how to fix it
Feb 7, 2025
Uncovering hidden financial pitfalls with Truthifi
Uncovering hidden financial pitfalls with Truthifi
Jan 27, 2025
Getting everything in one place = wealth management secret weapon!
Getting everything in one place = wealth management secret weapon!
Jan 24, 2025
The true story of how fees compromise performance
The true story of how fees compromise performance
Jan 13, 2025
Is your financial setup working? Here’s how to know for sure
Is your financial setup working? Here’s how to know for sure
Jan 10, 2025
Want to keep an eye on your investments? These powerful tools have you covered!
Want to keep an eye on your investments? These powerful tools have you covered!
Jan 6, 2025
The true cost of investing: how much are you really paying in wealth management fees?
The true cost of investing: how much are you really paying in wealth management fees?
Dec 27, 2024
Near retirement? Here’s how to keep your investments safe and growing
Near retirement? Here’s how to keep your investments safe and growing
Dec 20, 2024
The hidden forces sabotaging your investments (and how to beat them)
The hidden forces sabotaging your investments (and how to beat them)
Dec 16, 2024
The billion-dollar boom: How wealth & asset managers dominate the financial world
The billion-dollar boom: How wealth & asset managers dominate the financial world
Dec 9, 2024
The ultimate outcomes of wealth and asset management (and why they matter more than ever!)
The ultimate outcomes of wealth and asset management (and why they matter more than ever!)
Dec 2, 2024
The shocking cost of bad financial advice (and how to avoid it)
The shocking cost of bad financial advice (and how to avoid it)
Nov 25, 2024
Unlocking the power of the Truthifi Score: is your financial health at risk?
Unlocking the power of the Truthifi Score: is your financial health at risk?
Nov 21, 2024
Revenue sharing: how it works and why it matters for your money
Revenue sharing: how it works and why it matters for your money
Nov 18, 2024
Spread revenue: the hidden profit booster
Spread revenue: the hidden profit booster
Nov 11, 2024
Where does the money flow in wealth and asset management?
Where does the money flow in wealth and asset management?
Nov 4, 2024
How to discuss fees with your financial advisor (and strengthen your relationship along the way!)
How to discuss fees with your financial advisor (and strengthen your relationship along the way!)
Nov 1, 2024
The hidden reasons investors lose money—and the fix that works
The hidden reasons investors lose money—and the fix that works
Oct 28, 2024
Is your financial advisor really working for you? Here’s how to find out
Is your financial advisor really working for you? Here’s how to find out
Oct 21, 2024
How your financial setup shapes your wealth management success
How your financial setup shapes your wealth management success
Oct 14, 2024
Why some financial institutions still don’t support aggregation—and what you can do about it
Why some financial institutions still don’t support aggregation—and what you can do about it
Oct 10, 2024
The transparency revolution: which financial providers are leading the way?
The transparency revolution: which financial providers are leading the way?
Oct 10, 2024
Monitoring your crypto, ETFs, Bitcoin, SMAs, and payments with Truthifi
Monitoring your crypto, ETFs, Bitcoin, SMAs, and payments with Truthifi
Oct 7, 2024
Investment monitoring for clients of top US wealth managers and their advisors
Investment monitoring for clients of top US wealth managers and their advisors
Sep 30, 2024
Is your robo-advisor doing what it’s supposed to be doing?
Is your robo-advisor doing what it’s supposed to be doing?
Sep 26, 2024
Using the Truthifi Wealth Map to manage your investments
Using the Truthifi Wealth Map to manage your investments
Sep 23, 2024
Groundbreaking Wealth Map feature launched!
Groundbreaking Wealth Map feature launched!
Sep 16, 2024
Learn how mutual fund share classes actually work
Learn how mutual fund share classes actually work
Sep 9, 2024
Your Financial Control System: 5 easy steps to managing your wealth
Your Financial Control System: 5 easy steps to managing your wealth
Sep 2, 2024
How wealth and asset management serve clients
How wealth and asset management serve clients
Aug 27, 2024
Wealth and asset management, (finally!) explained
Wealth and asset management, (finally!) explained
Aug 13, 2024
From chaos to clarity: how financial data aggregation is revolutionizing money management
From chaos to clarity: how financial data aggregation is revolutionizing money management
Aug 6, 2024
Net interest margin (NIM): the secret weapon of financial institutions
Net interest margin (NIM): the secret weapon of financial institutions
Jul 29, 2024
U.S. wealth breakdown: who holds the trillions and why should I care?
U.S. wealth breakdown: who holds the trillions and why should I care?
Jul 22, 2024
How investors lose billions every year—and how you can avoid it
How investors lose billions every year—and how you can avoid it
Jul 15, 2024
Managed accounts: the smart investor’s secret weapon?
Managed accounts: the smart investor’s secret weapon?
Jul 8, 2024
The modern consumer of wealth management: Are you in control or just going along for the ride?
The modern consumer of wealth management: Are you in control or just going along for the ride?
Jul 1, 2024
The Annual Money Checkup: 4 steps to keep your wealth growing and protected
The Annual Money Checkup: 4 steps to keep your wealth growing and protected
Jun 24, 2024
Crack the investment code: maximize returns with smart performance tracking
Crack the investment code: maximize returns with smart performance tracking
Jun 17, 2024
Why you avoid checking your investments (and how to fix it)
Why you avoid checking your investments (and how to fix it)
Jun 13, 2024
Provider transparency and financial data aggregation: unlocking access for investors
Provider transparency and financial data aggregation: unlocking access for investors
Jun 10, 2024
The fear factor: Why people avoid linking bank and brokerage accounts (and how to stay safe when they do)
The fear factor: Why people avoid linking bank and brokerage accounts (and how to stay safe when they do)
Jun 3, 2024
Advisor reviews aren’t enough: How to really know if your financial plan is working
Advisor reviews aren’t enough: How to really know if your financial plan is working
May 14, 2024
How do you organize your financial life? (And is it working?)
How do you organize your financial life? (And is it working?)
May 7, 2024
Your financial data is your hidden superpower (and most people waste it)
Your financial data is your hidden superpower (and most people waste it)
May 1, 2024
Want to hire a financial advisor? Read this before you choose
Want to hire a financial advisor? Read this before you choose
Apr 1, 2024
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.
Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.