Recent news and insights

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.

In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company earnings. With the advent of generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.

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.

Founder & CEO Dr. Vinay Nair recently spoke with Investments & Wealth Institute Monitor Editorial Advisory Board Chair Avi Sharon about using artificial intelligence and technology more broadly to impact the world of financial advice and the advisor-client relationship. Read their conversation in the most recent edition of the Investments & Wealth Monitor.

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.

TIFIN and Franklin Templeton announced TIFIN @Work, what the firms calls an "AI-powered employee financial wellness" platform.

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.

Charitable planning can – and should – be a pillar of the advisory experience just as retirement planning is today.