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TIFIN @Work has partnered with Concurrent to combine AI-driven insights with expert advisory services, delivering personalized and impactful workplace financial solutions. This collaboration aims to improve financial outcomes for employees, employers, and advisors, offering tailored strategies that optimize financial planning and engagement.

Wealth Solutions Report presents AI in Wealth Management: Navigating Practical Impact and Future Growth. In this must-read feature, TIFIN President & CRO Rob Pettman dives into the transformative power of AI, shares bold predictions for 2025, and reveals how AI is empowering advisors to drive better wealth outcomes. He also reflects on his decision to join TIFIN and lead innovation in this rapidly evolving space.

Artificial intelligence is rapidly reshaping wealth management by simplifying workflows, enhancing portfolio construction, and accelerating client growth. As highlighted by Financial Advisor IQ, TIFIN's Chief Revenue Officer, Rob Pettman, emphasizes AI’s transformative impact: enabling advisors to save time on administrative tasks, uncover growth opportunities, and deliver better outcomes for clients. Firms like AssetMark are leveraging TIFIN Sage to streamline processes and provide tailored insights that deepen client relationships and drive growth.

Vinay Nair — CEO & Founder of TIFIN and Fintech Innovator — Growth and Innovation Medal; Honoring an entrepreneur's exceptional ingenuity and statewide inspiration.

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

The first-of-its-kind feature enables donors to create public campaigns and drive community engagement from a unified platform.

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company earnings. With the advent of generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.

TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies.  Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.