Redefining What It Means to Invest and Give

Abstract graphic illustrating strategic philanthropy as a powerful tool for intentional wealth transfer.

A $90 trillion wealth transfer is reshaping how money moves between generations. Younger investors aren’t just inheriting assets—they’re redefining wealth with values-aligned investing and strategic philanthropy. For advisors, this creates an opportunity to engage clients through giving, deepen relationships, and drive growth.

The “Innovation at Speed” Mindset in Financial Services

In financial services, slow experimentation is no longer an option. With AI evolving at a compounding pace, firms must adopt an “innovation at speed” mindset—rapidly deploying solutions, iterating with clients, and executing with velocity to stay competitive in today’s fast-changing landscape.

Videos: Transforming Distribution – See AMP in Action

See how TIFIN AMP turns intelligence into action. This video series shows how asset managers and distribution teams can unify data, streamline workflows, and use AI-powered insights to unlock growth and prioritize the right opportunities.

Why Advisor-Led Alts Growth Starts at the Enterprise Level

Abstract graphic with upward arrows symbolizing growth, representing alternative investment due diligence

Alternatives now represent nearly 15% of global AUM and over 40% of industry revenues. Yet many advisors still face barriers to adoption. The real bottlenecks sit upstream at the enterprise level, where centralized research, compliance, and technology support make or break advisor-led growth.

The Growth Myth

Abstract image with upward arrows and digital data streams representing wealth management software that transforms fragmented data into growth insights

Wealth firms are swimming in data but struggling to act on it. Aggregators show snapshots, not signals. TIFIN AG turns fragmented client data into actionable insight, helping advisors prioritize opportunities and drive true organic growth.