Where Customization Meets Scale: Rethinking Model Portfolio Delivery
Too often, enterprise research never reaches client portfolios. Sage solves this “last-mile” problem by turning OCIO and asset manager guidance into personalized, advisor-ready recommendations that scale adoption and impact.
Why Alts, Why Now: Unlocking the Potential of Private Markets
Private markets are moving from niche to essential. With demand for diversification and income on the rise, Helix simplifies access by combining AI, data, and due diligence tools—empowering advisors and firms to unlock the full potential of alternative investments.
The ETF Surge Is Real—But Are You Seeing the Full Picture?
ETF flows are accelerating at record levels, with active ETFs leading the charge. Yet many asset managers struggle to harness ETF data for distribution. At TIFIN AMP, we help firms turn fragmented data into actionable intelligence—driving smarter engagement, deeper advisor relationships, and stronger outcomes.
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.
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.
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 […]
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.
Tax Advantages of Donor-Advised Funds
Donor-advised funds offer powerful tax benefits alongside charitable impact. From offsetting windfalls to donating non-cash assets and growing tax-free, DAFs give donors flexibility to maximize both their giving and their tax advantages.
Ready to Upgrade Your DAF Provider Post-Giving Season?
During Giving Season’s period of high-volume charitable activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program. It may be time to transition to a modern DAF solution.
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.