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
AI is accelerating the shift from brokerage to advisory. By surfacing opportunities and empowering advisors, firms can drive deeper relationships and measurable growth.
Podcast: Leading Through Volatility with Jeff Mehi
Volatility isn’t a time to pause—it’s a time to lead. In this Growth Studio episode, Jeff Mehi shares how firms use real-time data and AI insights to navigate uncertainty and drive smarter decisions.
Webinar: Leveraging AI for Long-Term Success
See how AI is reshaping advisor success. In this 30-minute webinar, TIFIN AG shares how firms are using AI to cut manual work, enhance client engagement, and unlock long-term growth through actionable, advisor-ready dashboards.
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
When volatility hits, data is clarity. In uncertain markets, the best firms don’t slow down—they double down on intelligence. From advisor engagement to retention strategies, distribution teams can turn uncertainty into opportunity with precision and confidence.
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
AI isn’t a threat—it’s an advantage. In this Growth Studio episode, Rajini Kodialam shares how RIAs can harness AI to scale growth, deepen relationships, and stay competitive.
The Power of Personalization: Reaching Investors Where They Are with AI
Today’s investors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]
How Early Tech Adoption Can Drive Success: 5 Tips for Implementing AI
Discover how early adoption of AI can drive measurable growth in revenue, market share, and profitability.
AI Mythbusters
The truth about AI – a powerful tool for smarter decision-making in wealth management.