Podcast: AI-Powered Growth Across Wealth and Asset Management
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 […]
From Passive to Purposeful: Customizing Your DAF Investment Policy
In today’s landscape of sophisticated family offices, Donor Advised Funds (DAFs) must serve more than just tax planning and grantmaking needs. They must evolve into strategic investment vehicles—ones that provide the flexibility to reflect the mission, identity, and long-term objectives of each family they support. At Give, we believe your charitable capital should work as […]
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 […]
Empowering Client Growth: Unleashing Value with Holistic Insurance Strategies
The insurance industry has long relied on a product-first mindset—one where life, annuities, health, and property lines operate in parallel, often in silos. But in today’s environment of rising client expectations, tighter margins, and increasing competition, a siloed approach to distribution is no longer sustainable. The next frontier of growth isn’t just in selling more […]
AI Meets Alternatives: Watch this Helix Demo
Helix is a generative AI platform purpose-built for private markets, integrating exclusive data from Hamilton Lane and Blue Vault with your firm’s documents to power smarter due diligence, fund discovery, and investment analysis. Whether you’re a solo RIA or a large wealth enterprise, this demo walks you through how Helix boosts productivity, enhances collaboration, and […]
Smarter Growth Starts Here – Watch the TIFIN AG Demo
What if growing your firm felt easier? In just a few minutes, this short demo shows how TIFIN AG makes growth simple. From unifying your data to surfacing the right opportunities for the right advisors, our AI-driven platform helps you act faster, work smarter, and see results—without the heavy lift. Hit play and see how […]
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.
Trust: The Most Overlooked Factor in AI Adoption
In an era of rapid digital transformation, it’s easy to get caught up in the “how” of artificial intelligence—how it’s built, how it’s deployed, how it scales. But the more important question is one we don’t ask enough: Do we trust it? Trust, long the bedrock of wealth management, is no longer confined to relationships […]
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 […]