@Work Partners with HUB International to Enhance Participant Engagement
TIFIN @Work and HUB International announce a multi-year partnership to deliver AI-powered financial guidance through HUB’s retirement wellness platform.
Will AI Solve the Advisor Shortage or Put RIAs Out of Business?
In this sharp conversation on Investopedia’s “The Deep Dive”, Vinay joins host Jay Hummel to unpack how AI is transforming wealth advice—making it smarter, more scalable, and deeply personal.
TIFIN Introduces AXIS: A New Productivity Platform of AI agents for Asset and Wealth Enterprises
TIFIN launches AXIS, an AI agent platform built with early RIA partners to streamline middle office operations across onboarding, servicing, and trading.
Give, a TIFIN Company, Refines Focus on Scaling Donor-Advised Fund Solutions with Giving Place Acquisition by Foundation Source
Give, a TIFIN company, sold Giving Place to Foundation Source to double down on DAF innovation.
TIFIN AG Expands RIA Momentum with SteelPeak Partnership to Drive Organic Growth
TIFIN AG partners with SteelPeak Wealth to deliver AI-powered asset consolidation and drive scalable, personalized growth.
Former Franklin Templeton Exec Joins TIFIN to Strengthen Executive Team
Harshendu Bindal is leading TIFIN’s global growth strategy as Chief Global Officer and CEO of Magnifi, driving expansion and scaling of the consumer platform worldwide.
Brian McDonald Joins TIFIN as Executive in Residence
TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions while maximizing charitable impact. With $18 trillion to transfer in generational wealth, advisors who overlook giving strategies risk a major opportunity.
TIFIN Give Introduces Single-Charity Fund Functionality, Expanding Advisors’ Philanthropic Planning Capabilities
New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds.
TIFIN AMP and Ares Use AI to Cut the Noise in Alts Distribution
TIFIN AMP and Ares Wealth Management Solutions are launching an AI-powered platform to sharpen distribution strategy. By cutting through noise and aligning sales with real opportunities, the platform helps AWMS’ teams focus on what moves the needle—advisors and client needs.
SEI Enhances Advisor Solutions with TIFIN Wealth Partnership
SEI has expanded its advisor services through strategic partnerships with TIFIN Wealth brings personalized investment proposal generation and risk alignment, Jump, and Nifty, offering advisors enhanced tools to improve efficiency, reduce costs, and streamline client interactions.