Recent news and insights

TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions while maximizing charitable impact. With $18 trillion to transfer in generational wealth, advisors who overlook giving strategies risk a major opportunity.

Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore. AI isn’t a black box. It either holds up under scrutiny—or it doesn’t.

TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions while maximizing charitable impact. With $18 trillion to transfer in generational wealth, advisors who overlook giving strategies risk a major opportunity.

TIFIN AMP and Ares Wealth Management Solutions are launching an AI-powered platform to sharpen distribution strategy. By cutting through noise and aligning sales with real opportunities, the platform helps AWMS’ teams focus on what moves the needle—advisors and client needs.

SEI has expanded its advisor services through strategic partnerships with TIFIN Wealth brings personalized investment proposal generation and risk alignment, Jump, and Nifty, offering advisors enhanced tools to improve efficiency, reduce costs, and streamline client interactions.

Helix, an AI-powered assistant, teams up with Blue Vault to enhance private market investing with reliable data, streamlining due diligence and helping advisors navigate alternative investments.

Cetera teams up with TIFIN AG to equip advisors with AI-driven insights, enhancing share-of-wallet strategies and helping firms identify new growth opportunities in an increasingly complex market.

TIFIN AMP and Janus Henderson launch the Sales Intelligence Hub, an AI-driven tool enhancing data management, productivity, and growth in asset management distribution.