TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients
TIFIN Give, a modern philanthropy platform serving families, employees, and other cause-based communities, is thrilled to announce a new strategic relationship with AssetMark, a prominent wealth management platform provider. This collaboration will empower financial advisors and their clients with a modern donor-advised fund (DAF) solution.
TIFIN Give is Named a Finalist in the WealthManagement.com 2024 Industry Awards for Philanthropy
TIFIN Give, the technology-powered philanthropy partner for wealth enterprises, announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) for Philanthropy.
The AI Transformation of Private Wealth Management: What to Expect in 2024
The world of private wealth management is undergoing a significant transformation, driven by rapid advancements in AI technology. For Registered Investment Advisors (RIAs), staying ahead of these changes is not just beneficial—it’s essential. As we look toward the second half of 2024, several key trends are poised to reshape the landscape, offering new opportunities and […]
[Financial Advisor Magazine] The AI Advantage in Wealth Management
To understand the opportunities and applications of AI to spur organic growth, we reached out to Jeannette Kuda, chief operating officer of TIFIN AG—a financial technology firm that employs advanced algorithms to help wealth enterprises answer specific questions to drive net new asset growth.
Empowering Fund Screening and Diligence with AI: Enhancing Precision and Efficiency
In the world of private markets, due diligence is a cornerstone of sound investment strategy. The meticulous process of evaluating potential investments can be both time-consuming and resource-intensive. Yet, it’s indispensable for mitigating risks and ensuring robust returns. Enter artificial intelligence (AI). AI has been powering tools that are reshaping how due diligence is conducted, […]
The Power of Personalization: Boosting Client Satisfaction with AI-Driven Investment Insights
In the fast-evolving landscape of financial advisory services, the demand for personalized investment solutions is at an all-time high. Independent financial advisors face the dual challenge of catering to this demand while managing their time efficiently. Advisors are faced with meeting these complex requirements without compromising the quality of service. Enter the revolutionary role of AI-driven investment insights.
[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.
Partner content: Hamilton Lane’s 2024 Market Overview
HL’s Market Overview offers a comprehensive and unique perspective on the private markets investment landscape, leveraging the firm’s industry expertise, research capabilities and expansive database.
Designing A Generative AI Assistant For Private Markets
We spoke with Samuel Ganeles, director of enterprise sales at Helix, to learn about their groundbreaking project: the industry’s first conversational, natural language investment assistant tailored for private markets and alternative investments.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
The former LPL executive, Jeannette Kuda, joins TIFIN AG to lead the firm’s next stage of growth driving net asset growth for wealth enterprises