Trust: The Most Overlooked Factor in AI Adoption
In an era of rapid digital transformation, it’s easy to get caught up in the “how” of artificial intelligence—how it’s built, how it’s deployed, how it scales. But the more important question is one we don’t ask enough: Do we trust it? Trust, long the bedrock of wealth management, is no longer confined to relationships […]
ICYMI – Podcast: Unlocking the Power of Data & AI in Wealth Management
Originally published by TIFIN AG – “The Growth Studio” Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor […]
Podcast: Unlocking the Power of Data & AI in Wealth Management
Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor productivity, and personalize client engagement at scale. Whether you’re […]
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
In today’s wealth management landscape, OCIOs and asset managers sit at the center of immense value creation. They shape research, design models, and define investment philosophies — but too often, those insights never make it to the client portfolio. Advisors remain disconnected from enterprise guidance, and the impact of well-intentioned research gets lost in translation. […]
Why Alts, Why Now: Unlocking the Potential of Private Markets
The landscape of alternative investments is rapidly evolving. Once considered a niche, private markets have become a cornerstone for diversification and enhanced returns. Retail wealth invested in alts is projected to grow 12% annually over the next decade, driven by investor demand for differentiated strategies and income-generating assets. According to a CAIS-Mercer study from December […]
The ETF Surge Is Real—But Are You Seeing the Full Picture?
I recently read a piece in Bloomberg highlighting Q1 ETF flows that were so massive, they were dubbed a “semi-shock.” After reviewing Morningstar flow data, $348 billion flowed into ETFs through April, totaling $1.23 trillion over the trailing twelve months. Even more interesting is the extreme adoption of active ETFs. $135 billion has flowed into […]
Webinar: Leveraging AI for Long-Term Success
TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships. The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success. In just 30 minutes, […]
When Markets Get Uncertain, The Best Firms Double Down on Data
I’ve spent my career leading data-driven distribution strategy at two of the world’s largest asset managers. And I can tell you from experience—when volatility hits, the business doesn’t slow down. It speeds up. Whether it was our top-performing fund suddenly underperforming, a major sales re-org, or global market disruption, one thing remained constant: everyone came […]
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
In this episode of The Growth Studio, Samantha Davison sits down with Rajini Kodialam—co-founder emeritus of Focus Financial Partners and board member at TIFIN AG—to discuss how RIAs can harness AI to drive organic growth. Rajini shares why AI is not a threat but a strategic advantage for advisors, especially those ready to scale efficiently, […]
The Power of Personalization: Scalable Engagement with AI
Today’s advisors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their clients’ unique financial goals and life circumstances. However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors. The result? Missed opportunities, […]