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TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
October 2, 2023
TIFIN Wealth and Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their…
[Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN
September 15, 2023
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…
TIFIN Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners
September 13, 2023
TIFIN Wealth, the AI Engine for Organic Growth, announces a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association®…
[Financial Planning] How wealth management can apply AI … intelligently
September 7, 2023
Not all AI solutions are created equal. In this Financial Planning article, CEO Vinay Nair sets the record straight about the reality of AI and how it can move wealth management firms forward when…
[International Banker] AI in financial services a transformational force beyond the hype
August 30, 2023
Explore the recent coverage of TIFIN in this article by leading finance and investment academic Constantin Gurdgiev in International Banker. He explores the potential transformational force that AI…
Introducing “Money Assistant”: A Groundbreaking Podcast by Money News Network and Magnifi
August 28, 2023
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help Solve Them With AI.
TIFIN AMP, the AI platform for distribution in the asset management industry, appoints senior executive leadership
August 17, 2023
Sal Gagliano, formerly from Broadridge, joins as Chief Executive Officer. Charlie Shaffer, formerly from Russell Investments, joins as President and Chief Revenue Officer. The hires follow TIFIN…
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact and Innovation
August 2, 2023
Stacy Carter joins as the COO of TIFIN and Bhavna Thakur joins as the COO of TIFIN.AI.
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech Innovation
July 27, 2023
The new initiative is dedicated to conceiving and developing TIFIN’s second cohort of AI-powered fintech companies focused on better wealth outcomes for individuals. JP Morgan joined TIFIN to lead…
Magnifi Launches Linked Account Capability to Create Unified Investment Management for Its Subscribers
July 13, 2023
New ‘linked investments’ feature now has over $150 million in linked assets to enhance investing advice to subscribers.