Turning Philanthropy into a Strategic Advantage

Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.

Podcast: Turning AI Pilots into Enterprise Wins

TIFIN President Rob Pettman joins WealthTech on Deck host Jack Sharry to explore how leading firms are moving beyond AI pilots to real commercial results — shifting focus from cost cutting to sustainable growth.