AI Meets Alternatives: Watch this Helix Demo
Helix is a generative AI platform purpose-built for private markets, integrating exclusive data from Hamilton Lane and Blue Vault with your firm’s documents to power smarter due diligence, fund discovery, and investment analysis. Whether you’re a solo RIA or a large wealth enterprise, this demo walks you through how Helix boosts productivity, enhances collaboration, and […]
Smarter Growth Starts Here – Watch the TIFIN AG Demo
What if growing your firm felt easier? In just a few minutes, this short demo shows how TIFIN AG makes growth simple. From unifying your data to surfacing the right opportunities for the right advisors, our AI-driven platform helps you act faster, work smarter, and see results—without the heavy lift. Hit play and see how […]
Fixing the Annuities Knowledge Gap
Why AI is the Key to Smarter Sales The annuities industry faces a paradox. Despite their clear financial benefits—guaranteed income, tax deferral, and estate planning advantages—annuities remain one of the most complex and misunderstood products in the financial world. Unlike mutual funds or ETFs, which investors often seek out independently, annuities require a level of […]
Wall Street needs to develop its own AI systems, not rely on Big Tech
In this CNBC op-ed, Vinay Nair argues that financial institutions relying on generic AI risk falling behind. The real competitive edge will come from domain-specific models—purpose-built to translate financial intent into intelligent action.
Trust: The Most Overlooked Factor in AI Adoption
In an era of rapid digital transformation, it’s easy to get caught up in the “how” of artificial intelligence—how it’s built, how it’s deployed, how it scales. But the more important question is one we don’t ask enough: Do we trust it? Trust, long the bedrock of wealth management, is no longer confined to relationships […]
DAFs as a Family Governance Tool: Creating Unity Through Shared Philanthropic Purpose
In an era where generational wealth is increasing—but so is generational divergence—Donor Advised Funds (DAFs) have emerged not only as vehicles for charitable giving but also as platforms for family unity, governance, and legacy transmission. For families navigating the complexities of wealth transfer, values alignment, and long-term planning, the DAF provides more than tax advantages—it […]
ICYMI – Podcast: Unlocking the Power of Data & AI in Wealth Management
Originally published by TIFIN AG – “The Growth Studio” Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor […]
Podcast: Unlocking the Power of Data & AI in Wealth Management
Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor productivity, and personalize client engagement at scale. Whether you’re […]
Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
In today’s wealth management landscape, OCIOs and asset managers sit at the center of immense value creation. They shape research, design models, and define investment philosophies — but too often, those insights never make it to the client portfolio. Advisors remain disconnected from enterprise guidance, and the impact of well-intentioned research gets lost in translation. […]