Webinar: Leveraging AI for Long-Term Success
See how AI is reshaping advisor success. In this 30-minute webinar, TIFIN AG shares how firms are using AI to cut manual work, enhance client engagement, and unlock long-term growth through actionable, advisor-ready dashboards.
TIFIN AG Expands RIA Momentum with SteelPeak Partnership to Drive Organic Growth
TIFIN AG partners with SteelPeak Wealth to deliver AI-powered asset consolidation and drive scalable, personalized growth.
When Markets Get Uncertain, The Best Firms Double Down on Data
When volatility hits, data is clarity. In uncertain markets, the best firms don’t slow down—they double down on intelligence. From advisor engagement to retention strategies, distribution teams can turn uncertainty into opportunity with precision and confidence.
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
Technology is transforming philanthropy. From easier cause discovery to real-time impact tracking and community-driven giving, new tools are making charitable giving more accessible, engaging, and impactful—for donors, nonprofits, and advisors alike.
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
AI isn’t a threat—it’s an advantage. In this Growth Studio episode, Rajini Kodialam shares how RIAs can harness AI to scale growth, deepen relationships, and stay competitive.
The Power of Personalization: Scalable Engagement with AI
Personalization is no longer optional—it’s essential. AI helps distribution teams move beyond generic outreach, delivering timely, tailored insights that deepen advisor relationships and drive growth at scale.
The Power of Personalization: Reaching Investors Where They Are with AI
Today’s investors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]
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 […]
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.