The Critical Role of AI in the Future of Banks and Credit Unions
AI is transforming banks and credit unions by boosting wallet share and retention through personalized services and data-driven insights.
From Data to Decisions: AI’s Role in Portfolio Management
On Smarter Planner, Brooke Juniper, CEO of Sage, explores AI’s evolution in wealth advisory, from quant strategies to generative AI’s role in portfolio personalization and qualitative research.
Bridging the Gap Between Retirement Planning and Wealth Management
In today’s financial landscape, employees are seeking more from their workplace benefits, especially regarding retirement planning. However, many employees face a disconnect between their workplace benefits and overall financial goals. Enter TIFIN @Work, a platform that bridges this gap by offering personalized, AI-driven financial advice tailored to each employee’s unique circumstances.
Driving Multi-Generational Engagement and Retention Through Philanthropy
Advisors currently face the challenge of not only serving clients but also ensuring long-term acquisition and retention as wealth transfers across generations. One highly effective strategy to foster engagement and retention is through philanthropy. By incorporating charitable giving into wealth management, advisors can create deeper, multi-generational connections that resonate across families, fostering both loyalty and long-term engagement.
Key Takeaways from ADISA 2024
At the ADISA 2024 Annual Conference & Trade Show in Las Vegas, the excitement around Helix was palpable! Advisors expressed a growing demand for efficient evaluation tools to navigate the complex landscape of alternative investments.
How Artificial Intelligence Can Help Ensure Your RIA’s M&A Isn’t DOA
Explore how AI can empower RIAs to navigate market challenges, enhance client retention, and drive growth through mergers and acquisitions.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Organic Growth
“What you’ve been doing to grow your business may not work in today’s market. It’s time to leverage innovation.” Jeannette Kuda, President and CEO, TIFIN AG
Top Ten Reasons Wealth Management Firms Should Stop Buying Prospect Lists and Adopt AI
AI can help wealth managers increase organic growth and stay competitive in the marketplace.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards
In a rapidly evolving economic landscape, financial advisors are increasingly seeking innovative solutions to diversify their clients’ portfolios. Helix by HL, an AI-powered platform for private market investments, has emerged as a leader in this space, recently winning the prestigious New Product Development award at the 2024 Wealth Management Industry Awards.