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Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has partnered with TIFIN AG Inc. (TIFIN AG) to provide Cetera advisors and financial institutions access to AI tools that identify new growth opportunities and deliver actionable insights. This collaboration expands Cetera’s share-of-wallet tools, enhancing their ability to support advisors and institutions with personalized, AI-driven insights tailored to their growth goals. Michael Zuna, Chief Marketing and Communications Officer at Cetera, highlighted the importance of these tools in maximizing complex share-of-wallet strategies, which are crucial as clients increasingly diversify assets across multiple firms. Jeannette Kuda, President and COO at TIFIN AG, emphasized how their AI solutions empower advisors by focusing on the right opportunities at the right time, supporting sustainable growth. Cetera's expanded resources, along with TIFIN AG’s AI technology, aim to drive organic growth by identifying at-risk clients, improving client conversion, and expanding share-of-wallet strategies for financial professionals.

TIFIN AMP is proud to announce a strategic partnership with Janus Henderson Investors ("Janus Henderson"), a global active asset manager overseeing approximately $382 billion in assets under management. This collaboration introduces the "Sales Intelligence Hub," an insights-based tool designed to streamline data management, enhance productivity, and drive growth. Michael Schweitzer, Head of North America Client Group at Janus Henderson, stated, "Through our partnership with TIFIN AMP, we've developed an integrated, insights-driven solution that empowers our teams to work smarter and more efficiently." Jeannette Kuda, COO of TIFIN AMP, added, "We are excited to partner with Janus Henderson to transform the asset management distribution landscape with our AI-driven capabilities.

TIFIN welcomes Graham Day as Director of Strategic Development. With over 20 years of experience in financial services, Graham will spearhead growth initiatives in the insurance vertical, starting with TIFIN AMP, and lead efforts to elevate the IP business, driving innovation and strategic development across the financial technology sector.

TIFIN @Work has partnered with Concurrent to combine AI-driven insights with expert advisory services, delivering personalized and impactful workplace financial solutions. This collaboration aims to improve financial outcomes for employees, employers, and advisors, offering tailored strategies that optimize financial planning and engagement.

Wealth Solutions Report presents AI in Wealth Management: Navigating Practical Impact and Future Growth. In this must-read feature, TIFIN President & CRO Rob Pettman dives into the transformative power of AI, shares bold predictions for 2025, and reveals how AI is empowering advisors to drive better wealth outcomes. He also reflects on his decision to join TIFIN and lead innovation in this rapidly evolving space.

Artificial intelligence is rapidly reshaping wealth management by simplifying workflows, enhancing portfolio construction, and accelerating client growth. As highlighted by Financial Advisor IQ, TIFIN's Chief Revenue Officer, Rob Pettman, emphasizes AI’s transformative impact: enabling advisors to save time on administrative tasks, uncover growth opportunities, and deliver better outcomes for clients. Firms like AssetMark are leveraging TIFIN Sage to streamline processes and provide tailored insights that deepen client relationships and drive growth.

Vinay Nair — CEO & Founder of TIFIN and Fintech Innovator — Growth and Innovation Medal; Honoring an entrepreneur's exceptional ingenuity and statewide inspiration.

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors