Recent news and insights

TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions (RMDs) while maximizing charitable impact. With $18 trillion set to transfer in generational wealth, advisors who overlook structured giving strategies risk missing a major opportunity.

TIFIN AMP and Ares Wealth Management Solutions are launching an AI-powered platform to sharpen distribution strategy. By cutting through noise and aligning sales with real opportunities, the platform helps AWMS’ teams focus on what moves the needle—advisors and client needs.

SEI has expanded its advisor services through strategic partnerships with TIFIN Wealth brings personalized investment proposal generation and risk alignment, Jump, and Nifty, offering advisors enhanced tools to improve efficiency, reduce costs, and streamline client interactions.

Helix, an AI-powered assistant, teams up with Blue Vault to enhance private market investing with reliable data, streamlining due diligence and helping advisors navigate alternative investments.

Cetera teams up with TIFIN AG to equip advisors with AI-driven insights, enhancing share-of-wallet strategies and helping firms identify new growth opportunities in an increasingly complex market.

TIFIN AMP and Janus Henderson launch the Sales Intelligence Hub, an AI-driven tool enhancing data management, productivity, and growth in asset management distribution.

TIFIN @Work and Concurrent join forces to deliver AI-driven, personalized workplace financial solutions, improving outcomes for employees, employers, and advisors with tailored financial strategies.

TIFIN President Rob Pettman explores AI’s impact on wealth management, 2025 trends, and how AI empowers advisors to drive better outcomes in this Wealth Solutions Report feature.

TIFIN CRO Rob Pettman highlights AI’s role in saving advisors time, uncovering growth opportunities, and enhancing client outcomes, with firms like AssetMark leveraging TIFIN Sage for insights.