Redefining What It Means to Invest and Give
Strategic philanthropy is becoming a core part of how next-gen investors manage money Article by: Blake Rohde, Chief Experience Officer | TIFIN Give | August 4, 2025 A historic wealth transition is underway. In the United States alone, an estimated $90 trillion is expected to move from baby boomers to younger generations. This will occur […]
The AI Advantage: How Asset Managers Are Transforming Wholesaler-Advisor Engagement
For asset managers, growth isn’t just about delivering exceptional investment products; it’s also about strengthening the relationships between wholesalers and advisors. By integrating artificial intelligence (AI), firms can optimize engagement strategies, improve efficiency, and deepen connections that drive better client outcomes. AI is transforming how wholesalers interact with advisors, providing data-driven insights that foster more […]
The Benefits of a Closed System: Why TIFIN AMP Prioritizes Control for Superior Results
The debate between closed and open systems has defined the trajectory of technological innovation for decades. Open systems, like Microsoft’s approach with Windows, allow external hardware manufacturers to integrate and adapt freely, fostering flexibility but also introducing variability and complexity. Closed systems, like Apple’s ecosystem, prioritize control over the entire experience—software, hardware, and user interface—to […]
Whitepaper – Applying AI in Asset Management Distribution
In this whitepaper, TIFIN AMP President & CRO Charlie Shaffer digs into the data dilemma in driving growth. Learn how Asset Managers must transcend their outdated systems and platforms to thrive in today’s competitive distribution environment.