Concurrent & TIFIN @Work Partner to Enhance Workplace Financial Solutions
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.
AI In Wealth Management: Navigating Practical Impact And Future Growth
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.
Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth
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.
2024 CO Governor’s Citizenship Medal Recipients Announced with CIVICO
TIFIN CEO Vinay Nair receives the Growth & Innovation Medal, honoring his fintech leadership, ingenuity, and impact on Colorado’s entrepreneurial landscape.
Alera Group Deploys TIFIN @Work’s AI-Powered Platform
Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform
TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
From Data to Decisions: AI’s Role in Portfolio Management
On Smarter Planner, Brooke Juniper, CEO of Sage, explores AI’s evolution in wealth advisory, from quant strategies to generative AI’s role in portfolio personalization and qualitative research.
Key Takeaways from ADISA 2024
At the ADISA 2024 Annual Conference & Trade Show in Las Vegas, the excitement around Helix was palpable! Advisors expressed a growing demand for efficient evaluation tools to navigate the complex landscape of alternative investments.
Think Advisor: How AI Will Transform Advisors’ Investment Management Workflow
TIFIN’s Rob Pettman discusses key factors wealth firms must consider when adopting AI technology, sharing insights on its transformative role in improving investment management workflows.