[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.
TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets
The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors.
[Wealth Management] TIFIN, Franklin Templeton to Launch TIFIN @ Work
TIFIN and Franklin Templeton announced TIFIN @Work, what the firms calls an “AI-powered employee financial wellness” platform.
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees
The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts.
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the private markets with more confidence.
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors
Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users.
TIFIN Founder & CEO Dr. Vinay Nair named one of the ‘Most Admired CEOs’ by the Denver Business Journal
The winners of this prestigious award were judged on their leadership, contributions and innovations within their organization, and their community involvement in the greater Denver Metropolitan area.
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
TIFIN Wealth and Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their employees’ ability to donate through a donor advised fund (DAF) platform.