Inside Helix: A Conversation on Solving the Private Markets Puzzle
In this exclusive conversation, Rob Pettman, President of TIFIN, and Steve Snyder, COO of Helix, dive into the rising momentum behind private market adoption and the persistent roadblocks wealth management firms face—especially around due diligence, data accessibility, and advisor enablement. Discussion highlights: Why alternative investments are critical for enhancing portfolio diversification and wealth outcomes The […]
Fixing the Annuities Knowledge Gap
Why AI is the Key to Smarter Sales The annuities industry faces a paradox. Despite their clear financial benefits—guaranteed income, tax deferral, and estate planning advantages—annuities remain one of the most complex and misunderstood products in the financial world. Unlike mutual funds or ETFs, which investors often seek out independently, annuities require a level of […]
Wall Street needs to develop its own AI systems, not rely on Big Tech
In this CNBC op-ed, Vinay Nair argues that financial institutions relying on generic AI risk falling behind. The real competitive edge will come from domain-specific models—purpose-built to translate financial intent into intelligent action.
DAFs as a Family Governance Tool: Creating Unity Through Shared Philanthropic Purpose
In an era where generational wealth is increasing—but so is generational divergence—Donor Advised Funds (DAFs) have emerged not only as vehicles for charitable giving but also as platforms for family unity, governance, and legacy transmission. For families navigating the complexities of wealth transfer, values alignment, and long-term planning, the DAF provides more than tax advantages—it […]
Podcast: Unlocking the Power of Data & AI in Wealth Management
Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor productivity, and personalize client engagement at scale. Whether you’re […]
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
In today’s wealth management landscape, OCIOs and asset managers sit at the center of immense value creation. They shape research, design models, and define investment philosophies — but too often, those insights never make it to the client portfolio. Advisors remain disconnected from enterprise guidance, and the impact of well-intentioned research gets lost in translation. […]
@Work Partners with HUB International to Enhance Participant Engagement
TIFIN @Work and HUB International announce a multi-year partnership to deliver AI-powered financial guidance through HUB’s retirement wellness platform.
Will AI Solve the Advisor Shortage or Put RIAs Out of Business?
In this sharp conversation on Investopedia’s “The Deep Dive”, Vinay joins host Jay Hummel to unpack how AI is transforming wealth advice—making it smarter, more scalable, and deeply personal.
The ETF Surge Is Real—But Are You Seeing the Full Picture?
I recently read a piece in Bloomberg highlighting Q1 ETF flows that were so massive, they were dubbed a “semi-shock.” After reviewing Morningstar flow data, $348 billion flowed into ETFs through April, totaling $1.23 trillion over the trailing twelve months. Even more interesting is the extreme adoption of active ETFs. $135 billion has flowed into […]
How AI is Accelerating the Shift from Brokerage to Advisory
As wealth management firms seek new avenues for organic growth, many face a familiar challenge: how to transition transactional clients into deeper, advice-driven relationships. While this shift has long been underway, AI is now the accelerator—turning signals into strategy and opportunity into growth. The move from brokerage to advisory is no longer just a trend; […]