Financial-Planning.com on AI Capabilities Advisors Need
TIFIN AXIS’s Jonathan Michael on the shift from chatbots to agentic AI that executes complex, autonomous workflows: “AI is moving towards software doing the actual work.” Agentic AI solves integration chaos, enabling TIFIN AXIS to automate advisor transitions and reduce onboarding time from 90 days to 14 days.
Turning Philanthropy into a Strategic Advantage
Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.
TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
Podcast: Ares + AMP – From Experimentation to Implementation
Ares Wealth Management Solutions Managing Director Brendan McCurdy joins The Growth Studio to share how his team is transforming distribution through AI.
TIFIN Board Welcomes Palantir’s Lila Flores, enhancing its expertise AI Commercialization
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors. Flores brings a rare mix of Wall Street, national policy, renewable energy, and advanced technology experience critical as enterprises navigate real-world AI adoption.
Seeing the Unseen: How Advisors Turn Held Away Assets Into Growth
With trillions in forgotten 401(k)s and held away accounts, advisors equipped with AI-powered visibility can uncover new growth within their existing relationships.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Podcast: Turning AI Pilots into Enterprise Wins
TIFIN President Rob Pettman joins WealthTech on Deck host Jack Sharry to explore how leading firms are moving beyond AI pilots to real commercial results — shifting focus from cost cutting to sustainable growth.
Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
ASG and TIFIN @Work Deliver Curated Retirement Solutions for Law Firms
ASG and TIFIN @Work launch AI-driven retirement platform for law firms with Franklin Templeton, Equitable & Schwab to modernize benefits.