SS&C ALPS ADVISORS AND TIFIN UNVEIL INNOVATIVE DONOR-ADVISED FUND PROGRAM
SS&C announces a new partnership with Give to deliver integrated philanthropic solutions that help advisors streamline and elevate client giving.
Alera Group Partners with Give, a TIFIN platform, to Launch White-Labeled Donor-Advised Fund Platform for Clients
Alera Group partners with TIFIN Give to launch a white-labeled donor-advised fund platform, combining AI-driven philanthropy with wealth management to help clients give with intent and advisors deliver a seamless digital giving experience.
TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
Podcast: Ares + AMP – From Experimentation to Implementation
Ares Wealth Management Solutions Managing Director Brendan McCurdy joins The Growth Studio to share how his team is transforming distribution through AI.
TIFIN Board Welcomes Palantir’s Lila Flores, enhancing its expertise AI Commercialization
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors. Flores brings a rare mix of Wall Street, national policy, renewable energy, and advanced technology experience critical as enterprises navigate real-world AI adoption.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Philanthropy as a Growth Engine: Why Wealth Firms Need a Branded DAF
Wealth firms face mounting pressure to grow organically and retain client loyalty. A donor advised fund for firm strategy keeps charitable assets in-house, builds multi-generational connections, and extends the firm’s brand into philanthropy—turning giving into a true growth engine.
Creating the Confident Advisor: The AI-Powered Confidence Layer
The AI-powered confidence layer transforms advisor workflows by turning complex data into clear insights, timely prompts, and explainable actions—empowering advisors to engage clients with greater clarity, trust, and impact.
Podcast: Turning Data into Measurable Growth
In this episode of the Growth Studio, we sit down with Kevin Sullivan of Private Advisor Group to discuss how advisors can cut through the noise of fragmented data, use AI to prioritize the right opportunities, and engage clients at exactly the right time.
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms