[WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt
David McNatt, head of wealth solutions at AssetMark, joined the WealthTech on Deck podcast to discuss donor-advised fund technology, modernizing philanthropy, and partnering with TIFIN Give.
Diversifying Giving: The Case for Alts in Donor-Advised Funds
Guiding Your Clients in Charitable Planning with Alternative Investments As a financial advisor, helping your clients navigate their philanthropic goals is essential. Donor-advised funds (DAFs) have become a popular vehicle for charitable giving, offering flexibility, tax advantages, and a streamlined process for managing donations. While traditional investments like stocks, bonds, and mutual funds have long […]
From Data to Deep Bonds: How AI Transforms Client Relationships
AI enhances financial advisory by deepening personalization and client relationships. It helps advisors understand clients’ needs, providing precise advice. AI tools improve communication, freeing advisors for complex issues. Predictive analytics offer proactive advice, and AI personalizes investment strategies. Sage exemplifies AI’s potential to make financial advisory more responsive and effective.
Harnessing AI for Smarter Private Market Investments in a Low-Return Era
Vanguard’s projection of modest returns for US stocks over the next decade signals a critical juncture for investors. To navigate this landscape, embracing alternative investments is essential.
Enhancing RIA Productivity: How AI Tools Do the Heavy Lifting in Portfolio Management
In the ever-evolving landscape of wealth management, Registered Investment Advisors (RIAs) are constantly seeking ways to enhance productivity without sacrificing the quality of their client service. This is where artificial intelligence (AI) comes into play, transforming the way RIAs approach portfolio management by automating labor-intensive tasks, staying on top of real-time market intelligence, and enabling more customizable decision-making.
What Wealth Enterprises Should Consider When Adopting AI
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.
Streamlining Due Diligence with Helix: The Game-Changer for PPM Analysis
In the complex world of private market investments, navigating through extensive Private Placement Memorandums (PPMs) can be a daunting task. Enter Helix by HL – a revolutionary AI-powered platform designed to transform the way advisors handle PPMs, making the due diligence process faster, more efficient, and significantly less cumbersome.
[Family Wealth Report] Philanthropy Platform, AssetMark Partner Over DAF Solution
The alliance is an example of the kind of developments affecting donor-advised funds, a major conduit for philanthropy in the US.
The alliance between TIFIN Give and AssetMark is an example of developments affecting donor-advised funds, a major conduit for philanthropy in the US.
[Investment News] AssetMark and TIFIN Give forge DAF partnership
The integration partnership will help more AssetMark advisors weave philanthropy into their clients’ planning with TIFIN Give’s advanced technology.
[WealthManagement.com] AssetMark Announces Strategic Collaboration with TIFIN Give
The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give’s advanced DAF technology.