[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.
[Wealth Management] TIFIN, Franklin Templeton to Launch TIFIN @ Work
TIFIN and Franklin Templeton announced TIFIN @Work, what the firms calls an “AI-powered employee financial wellness” platform.
We’re All Swifties Now
In the Taylor Swift Economy, WCEO Outperforms Other Small-Caps1 Image: Unsplash, TIFIN AMP Illustration Taylor Swift makes a LOT of money. Okay, that’s not exactly a newsflash. Swift’s stratospheric rise and resulting gusher of wealth it’s created have been documented, debated, celebrated, and analyzed more than any other entertainer in recent history. And why not? […]
In This Season of Giving, Spread the Word About DAFs
Charitable giving spurs positive impact across many types of stakeholders. Of course, it is a benefit to society and the non-profits that receive funds.
In This Season of Giving, Spread the Word About DAFs
By Cor Hoekstra, TIFIN Give Americans are a generous people – in 2022, U.S. giving was almost half a trillion dollars, with about $320 million of that coming from individuals (National Philanthropic Trust). With the year-end giving season upon us, it also makes this a natural time for financial advisors and wealth managers to talk […]
Intelligent Charitable Planning: The Next Big Thing in Wealth
Advisors, Employers and DAFs Can Make Everyone a Philanthropist By Cor Hoekstra, TIFIN Give Research shows that given the means, most people want to leave a legacy and contribute to causes that are important to them. However, few have access to sophisticated giving vehicles – they are limited to one-time or recurring donations to hand-selected […]
Intelligent Charitable Planning: The Next Big Thing in Wealth
Charitable planning can – and should – be a pillar of the advisory experience just as retirement planning is today.
The Data-Driven Path to Wealth Management Growth
Harness the power of data science to grow your firm. Watch a replay of our recent webinar that explores the challenges and opportunities in driving organic growth in the wealth management landscape – and the essential role that data science must play. TIFIN Wealth’s Head of Enterprise Success and Chief Product Officer shed light on […]
Growing an Independent Advisory Practice: Thriving Through Innovation and Partnership
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Bill Sowell, Founder & CEO of Sowell Management, and April Rudin, Founder & CEO of The Rudin Group, as they explore how a forward-thinking mindset and affinity for strategic partnerships can lead to outsized growth. Key […]
[Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN
Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.