AI Mythbusters
The truth about AI – a powerful tool for smarter decision-making in wealth management.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Advisors need smarter giving solutions, not more complicated ones. For high-net-worth clients, charitable giving isn’t just about generosity—it’s a strategic part of their tax planning and wealth management. Many advisors turn to private foundations or donor-advised funds to structure client giving. However, these tools do not always meet every client’s needs—particularly when managing Required Minimum […]
Brian McDonald Joins TIFIN as Executive in Residence
TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions while maximizing charitable impact. With $18 trillion to transfer in generational wealth, advisors who overlook giving strategies risk a major opportunity.
The Preferred DAF for Multi-Family Offices
See what makes Give the preferred DAF provider for multi-family offices.
Podcast: A Conversation with GenWealth Financial Advisors
AI in Action: How GenWealth Financial Advisors uses AI to scale and strengthen client relationships
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Guide to when advisors should introduce Single-Charity Funds in client conversations.
Before You Adopt AI: The 5 Due Diligence Questions Wealth Enterprises Can’t Ignore
Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore. AI isn’t a black box. It either holds up under scrutiny—or it doesn’t.
Transition Private Foundations to Donor-Advised Funds
Transitioning from private foundations to donor-advised funds can be a strategic move for family offices supporting the philanthropic needs of UHNW clients.
The AI Advantage: How Asset Managers Are Transforming Wholesaler-Advisor Engagement
For asset managers, growth isn’t just about delivering exceptional investment products; it’s also about strengthening the relationships between wholesalers and advisors. By integrating artificial intelligence (AI), firms can optimize engagement strategies, improve efficiency, and deepen connections that drive better client outcomes. AI is transforming how wholesalers interact with advisors, providing data-driven insights that foster more […]
Bridging the Cross-Selling Gap in Banking
AI empowers banks to turn existing customers into wealth management clients.