[InvestmentNews] Give expands philanthropic planning support with single-charity fund option
From the Advisor’s Chair to the CPO’s Desk: How Technology is Transforming Wealth Management
Bridging the gap between advice and technology—how smarter tools are reshaping wealth management.
TIFIN Give Introduces Single-Charity Fund Functionality, Expanding Advisors’ Philanthropic Planning Capabilities
New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds.
Webinar: Unlocking Growth Beyond Acquisition
Learn how AI helps firms retain acquired clients, expand wallet share, and drive sustainable growth post-merger.
Preventing the Next-Gen Breakup: How Advisors Can Retain Assets Through Wealth Transfer
For high-net-worth families, wealth transfer isn’t just about money—it’s about legacy, values, and relationships. But too often, advisors focus solely on the wealth creators, failing to build trust with their heirs. The result? When assets transfer, so do advisory relationships. This Valentine’s Day, let’s talk about how to prevent the Next-Gen breakup.
TIFIN AMP and Ares Use AI to Cut the Noise in Alts Distribution
TIFIN AMP and Ares Wealth Management Solutions are launching an AI-powered platform to sharpen distribution strategy. By cutting through noise and aligning sales with real opportunities, the platform helps AWMS’ teams focus on what moves the needle—advisors and client needs.
SEI Enhances Advisor Solutions with TIFIN Wealth Partnership
SEI has expanded its advisor services through strategic partnerships with TIFIN Wealth brings personalized investment proposal generation and risk alignment, Jump, and Nifty, offering advisors enhanced tools to improve efficiency, reduce costs, and streamline client interactions.
Podcast: Navigating Innovation with Andy Brown
The firms that embrace AI today will be the ones leading the industry tomorrow.
Helix & Blue Vault Partner to Elevate Private Market Investing with AI & Data
Helix, an AI-powered assistant, teams up with Blue Vault to enhance private market investing with reliable data, streamlining due diligence and helping advisors navigate alternative investments.
Building Trust in Wealth Management: Solving the Data Dilemma
The wealth management industry is entering a new era defined by data-driven decision-making. However, this shift brings a growing tension: many firms are uncomfortable with how their data is shared. The fear of misuse, combined with an overabundance of irrelevant product pitches, creates barriers that prevent wealth firms, asset managers, and advisors from fully realizing […]