Leveraging Complex Assets in Donor-Advised Funds (DAFs)
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
The Future of Family Office Philanthropy
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
Unlocking the Potential of AI in Wealth Management: A Comprehensive Blueprint
In the ever-evolving landscape of wealth management, innovation is key to staying competitive. One such innovation, Artificial Intelligence (AI), is poised to revolutionize the industry by enhancing resource allocation, closing performance gaps, and improving client engagement. Our latest blueprint, “Leveraging AI to Optimize Resource Allocation and Enhance Client Engagement,” provides a detailed guide for wealth management professionals looking to harness the power of AI.
Whitepaper: What Wealth Enterprises Should Consider When Adopting AI
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.
Whitepaper: Top 5 Investing Themes in 2022 on Magnifi by TIFIN
Explore the top 5 themes that we believe will drive investing over the next year. Magnifi by TIFIN provides easy access to investments and investment intelligence and lowers the barriers to responsible investing.