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 […]
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 […]
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 […]
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
The Power of Personalization: Scalable Engagement with AI
Today’s advisors 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 clients’ unique financial goals and life circumstances. However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors. The result? Missed opportunities, […]
AI Mythbusters
No technology is moving faster, nor has a greater capacity for changing the world than AI. It has grabbed countless headlines over the past few years, but even before ChatGPT, it has been changing the way we search the web, find new music, and monitor our credit. AI encompasses a diverse array of approaches, including […]
The AI Advantage: How Asset Managers Are Transforming Wholesaler-Advisor Engagement
For asset managers, growth isn’t just about delivering exceptional investment products; it’s also about strengthening the relationships between wholesalers and advisors. By integrating artificial intelligence (AI), firms can optimize engagement strategies, improve efficiency, and deepen connections that drive better client outcomes. AI is transforming how wholesalers interact with advisors, providing data-driven insights that foster more […]
TIFIN AMP and Ares Use AI to Cut the Noise in Alts Distribution
TIFIN AMP and Ares Wealth Management Solutions are launching an AI-powered platform to sharpen distribution strategy. By cutting through noise and aligning sales with real opportunities, the platform helps AWMS’ teams focus on what moves the needle—advisors and client needs.
Building Trust in Wealth Management: Solving the Data Dilemma
The wealth management industry is entering a new era defined by data-driven decision-making. However, this shift brings a growing tension: many firms are uncomfortable with how their data is shared. The fear of misuse, combined with an overabundance of irrelevant product pitches, creates barriers that prevent wealth firms, asset managers, and advisors from fully realizing […]
TIFIN AMP & Janus Henderson Partner on AI-Powered Distribution Solutions
TIFIN AMP and Janus Henderson launch the Sales Intelligence Hub, an AI-driven tool enhancing data management, productivity, and growth in asset management distribution.