[Simple] Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
[Financial Planning] TIFIN Give Feature Allows for Public DAF Campaigns
TIFIN Give’s recently released feature allows for public campaigns via donor-advised funds (DAFs) to encourage others to join donors in supporting causes they care about without using an external platform.
Concurrent & TIFIN @Work Partner to Enhance Workplace Financial Solutions
TIFIN @Work and Concurrent join forces to deliver AI-driven, personalized workplace financial solutions, improving outcomes for employees, employers, and advisors with tailored financial strategies.
The Wealth Transfer $18 Trillion Philanthropy Opportunity
Approximately $18 trillion of the $124 trillion Great Wealth Transfer is expected to go to charity. To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform.
[Financial Advisor Magazine] The Wealth Transfer $18 Trillion Philanthropy Opportunity
To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform within the TIFIN ecosystem.
AI In Wealth Management: Navigating Practical Impact And Future Growth
TIFIN President Rob Pettman explores AI’s impact on wealth management, 2025 trends, and how AI empowers advisors to drive better outcomes in this Wealth Solutions Report feature.
The Benefits of a Closed System: Why TIFIN AMP Prioritizes Control for Superior Results
The debate between closed and open systems has defined the trajectory of technological innovation for decades. Open systems, like Microsoft’s approach with Windows, allow external hardware manufacturers to integrate and adapt freely, fostering flexibility but also introducing variability and complexity. Closed systems, like Apple’s ecosystem, prioritize control over the entire experience—software, hardware, and user interface—to […]
AI Can Be an Organic Growth Engine in More Ways Than One
Todd Cooper explains how advisors can use AI to maximize their existing client base by expanding wallet share.
Enhancing Corporate Relationships Through Workplace Charitable Giving
Wealth managers serving corporate clients must consider innovative ways to strengthen relationships and differentiate their offerings. Charitable giving benefits offer a powerful way to achieve these goals.
The Smarter Planner Podcast
Explore how supervised AI helps wealth management firms uncover hidden growth opportunities.