innovation | TIFIN

The “Innovation at Speed” Mindset in Financial Services

Originally published by the Institute for Innovation Development The rapidly accelerating rate of technological development has serious business consequences. The explosion of new tech options and applications are manifesting themselves as a dizzying array of complex decisions affecting firm strategy, client engagement, competitive positioning, and future growth. This speed of innovation is creating an atmosphere […]

Why Advisor-Led Alts Growth Starts at the Enterprise Level

The rise of alternative investments in wealth management is undeniable. According to McKinsey, alternatives now represent nearly 15% of global AUM and over 40% of industry revenues driven by growing demand for income, diversification, and uncorrelated return streams. Yet, despite this growth, many financial advisors still face challenges in adopting alternatives at scale. The reasons […]

How AI is Accelerating the Shift from Brokerage to Advisory

As wealth management firms seek new avenues for organic growth, many face a familiar challenge: how to transition transactional clients into deeper, advice-driven relationships. While this shift has long been underway, AI is now the accelerator—turning signals into strategy and opportunity into growth. The move from brokerage to advisory is no longer just a trend; […]

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, […]