Cetera Partners with TIFIN AG to Expand Wallet Share Opportunities for Advisors and Institutions
TIFIN AG announces new partnership with Cetera
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.
Leveraging AI in Wealth Management – Build, Buy, or Partner?
AI offers wealth management firms a choice: build, buy, or partner — but only the right approach unlocks personalized growth at scale.
Tax Advantages of Donor-Advised Funds
Donor-advised funds offer powerful tax benefits alongside charitable impact. From offsetting windfalls to donating non-cash assets and growing tax-free, DAFs give donors flexibility to maximize both their giving and their tax advantages.
Ready to Upgrade Your DAF Provider Post-Giving Season?
During Giving Season’s period of high-volume charitable activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program. It may be time to transition to a modern DAF solution.
Podcast: A Look Behind the AI Curtain
Explore how AI in wealth management software is transforming advisor-client relationships and driving better financial outcomes.
[Simple] Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
[Financial Planning] TIFIN Give Feature Allows for Public DAF Campaigns
TIFIN Give’s recently released feature allows for public campaigns via donor-advised funds (DAFs) to encourage others to join donors in supporting causes they care about without using an external platform.
The Wealth Transfer $18 Trillion Philanthropy Opportunity
Approximately $18 trillion of the $124 trillion Great Wealth Transfer is expected to go to charity. To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform.
[Financial Advisor Magazine] The Wealth Transfer $18 Trillion Philanthropy Opportunity
To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform within the TIFIN ecosystem.