Unlocking Growth: 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, […]
Podcast: A Conversation with GenWealth Financial Advisors
AI in Action: How GenWealth Financial Advisors uses AI to scale and strengthen client relationships
Bridging the Cross-Selling Gap in Banking
AI empowers banks to turn existing customers into wealth management clients.
Podcast: A Look Behind the AI Curtain
In this episode of The Growth Studio, we sit down with Shru Troup, Senior Data Scientist at TIFIN AG, to explore the transformative role of AI in wealth management. Shru shares her journey into data science, the inspiration behind her work, and how data science expertise is driving innovation in the industry. From the challenges […]
Podcast: AI as a Growth Driver
Hear from TIFIN AG leaders, partners, industry experts, and clients as we explore the world of AI in wealth management.
Introducing….The Growth Studio
The Growth Studio is your go-to platform for insights and inspiration in wealth management.
How Artificial Intelligence Can Help Ensure Your RIA’s M&A Isn’t DOA
Explore how AI can empower RIAs to navigate market challenges, enhance client retention, and drive growth through mergers and acquisitions.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Top Ten Reasons Wealth Management Firms Should Stop Buying Prospect Lists and Adopt AI
AI can help wealth managers increase organic growth and stay competitive in the marketplace.