Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts.
We’re All Swifties Now
In the Taylor Swift Economy, WCEO Outperforms Other Small-Caps1 Image: Unsplash, TIFIN AMP Illustration Taylor Swift makes a LOT of money. Okay, that’s not exactly a newsflash. Swift’s stratospheric rise and resulting gusher of wealth it’s created have been documented, debated, celebrated, and analyzed more than any other entertainer in recent history. And why not? […]
In This Season of Giving, Spread the Word About DAFs
Charitable giving spurs positive impact across many types of stakeholders. Of course, it is a benefit to society and the non-profits that receive funds.
In This Season of Giving, Spread the Word About DAFs
By Cor Hoekstra, TIFIN Give Americans are a generous people – in 2022, U.S. giving was almost half a trillion dollars, with about $320 million of that coming from individuals (National Philanthropic Trust). With the year-end giving season upon us, it also makes this a natural time for financial advisors and wealth managers to talk […]
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
Helix by HL, the innovative generative AI assistant revolutionizing private market investing, announced today the successful completion of its Seed+ funding round with a raise of $6 million at a post-money valuation of $26 million.
Intelligent Charitable Planning: The Next Big Thing in Wealth
Advisors, Employers and DAFs Can Make Everyone a Philanthropist By Cor Hoekstra, TIFIN Give Research shows that given the means, most people want to leave a legacy and contribute to causes that are important to them. However, few have access to sophisticated giving vehicles – they are limited to one-time or recurring donations to hand-selected […]
The Data-Driven Path to Wealth Management Growth
Harness the power of data science to grow your firm. Watch a replay of our recent webinar that explores the challenges and opportunities in driving organic growth in the wealth management landscape – and the essential role that data science must play. TIFIN Wealth’s Head of Enterprise Success and Chief Product Officer shed light on why […]
Growing an Independent Advisory Practice: Thriving Through Innovation and Partnership
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Bill Sowell, Founder & CEO of Sowell Management, and April Rudin, Founder & CEO of The Rudin Group, as they explore how a forward-thinking mindset and affinity for strategic partnerships can lead to outsized growth. Key […]
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
The new solution allows employers to customize and scale charitable giving within the workplace Corporate clients and employees can open, fund, and manage their own giving account BOULDER & NEW YORK, Oct 2nd, 2023 – Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate […]
Building a Smart Data Strategy for Your Wealth Firm
How Better Data and Precision AI Can Fuel Growth for Wealth Management It’s a very old maxim in the tech world: GIGO, or Garbage In, Garbage Out. Since the earliest days of computing, people understood that feeding bad data into a system would provide a flawed answer, even if every part of the calculation was […]