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 […]
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 […]
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 […]
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 […]
Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
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; […]
Podcast: Leading Through Volatility with Jeff Mehi
In today’s unpredictable markets, volatility isn’t a signal to pause — it’s a moment to lead. In this episode of The Growth Studio, Jeff Mehi, Head of Wealth Partnerships at TIFIN AMP, shares how top-performing firms are using real-time data and AI-powered insights to drive smarter decisions, support advisors, and stay ahead. From identifying at-risk […]
Webinar: Leveraging AI for Long-Term Success
TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships. The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success. In just 30 minutes, […]
TIFIN AG Expands RIA Momentum with SteelPeak Partnership to Drive Organic Growth
TIFIN AG partners with SteelPeak Wealth to deliver AI-powered asset consolidation and drive scalable, personalized growth.
When Markets Get Uncertain, The Best Firms Double Down on Data
I’ve spent my career leading data-driven distribution strategy at two of the world’s largest asset managers. And I can tell you from experience—when volatility hits, the business doesn’t slow down. It speeds up. Whether it was our top-performing fund suddenly underperforming, a major sales re-org, or global market disruption, one thing remained constant: everyone came […]