AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
As technology has disrupted and reinvented one field after another, it often follows a familiar playbook: Simplifying transactions and cutting out interactions. Shopping, ordering food, calling a cab – all have been replaced with swipes, taps and clicks. In a similar way, technology is making philanthropy easier. We discover and research causes online and donate […]
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
In this episode of The Growth Studio, Samantha Davison sits down with Rajini Kodialam—co-founder emeritus of Focus Financial Partners and board member at TIFIN AG—to discuss how RIAs can harness AI to drive organic growth. Rajini shares why AI is not a threat but a strategic advantage for advisors, especially those ready to scale efficiently, […]
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 However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors.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, […]
The Power of Personalization: Reaching Investors Where They Are with AI
Today’s investors 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 unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]
Bridging the Engagement Gap: The Role of Personalized Financial Guidance for Plan Participants
New research from Cerulli Associates reveals a significant challenge in the retirement planning sector: the underutilization of financial wellness tools by plan participants.
Magnifi by TIFIN Named Best Retail Investment Company by Fintech Breakthrough for 2025
TIFIN Magnifi Named Best Retail Investment Company by FinTech Breakthrough for the Second Year in a Row Winning once is exciting. Winning twice is intentional. We’re proud to share that TIFIN Magnifi has been recognized by FinTech Breakthrough as the Best Retail Investment Company for 2025, following last year’s award as Best Fintech Startup. These […]
The Future of Family Office Philanthropy
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
How Early Tech Adoption Can Drive Success: 5 Tips for Implementing AI
Discover how early adoption of AI can drive measurable growth in revenue, market share, and profitability.
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 […]