TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees
The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness BOULDER, Colo., NEW YORK, and SAN MATEO, CA, January 04, 2024 — TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management, have announced a partnership to launch TIFIN […]
Game-Changing BetaNXT Partnership
By Sal Gagliano, CEO of TIFIN AMP Revolutionizing Asset Management Distribution with a Unique Wealth Partner: TIFIN AMP & BetaNXT Unite TIFIN AMP and BetaNXT have joined forces to redefine intermediary distribution for asset managers in a game-changing move. This strategic alliance blends TIFIN AMP’s AI-driven insights with BetaNXT’s unmatched data capabilities, empowering asset managers […]
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 […]