Bridging the Engagement Gap: The Role of Personalized Financial Guidance for Plan Participants
New research from Cerulli Associates reveals a significant challenge in the retirement planning sector: the underutilization of financial wellness tools by plan participants.
Magnifi by TIFIN Named Best Retail Investment Company by Fintech Breakthrough for 2025
TIFIN Magnifi Named Best Retail Investment Company by FinTech Breakthrough for the Second Year in a Row Winning once is exciting. Winning twice is intentional. We’re proud to share that TIFIN Magnifi has been recognized by FinTech Breakthrough as the Best Retail Investment Company for 2025, following last year’s award as Best Fintech Startup. These […]
The Future of Family Office Philanthropy
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
How Early Tech Adoption Can Drive Success: 5 Tips for Implementing AI
Discover how early adoption of AI can drive measurable growth in revenue, market share, and profitability.
AI Mythbusters
No technology is moving faster, nor has a greater capacity for changing the world than AI. It has grabbed countless headlines over the past few years, but even before ChatGPT, it has been changing the way we search the web, find new music, and monitor our credit. AI encompasses a diverse array of approaches, including […]
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