Why Many Sales Teams Don’t Trust AI Intelligence Tools – and How to Fix It
Many sales teams don’t trust AI tools—and adoption lags. TIFIN AMP solves this with transparent design, CRM integration, and actionable insights, driving adoption rates near 98%.
Redefining What It Means to Invest and Give
A $90 trillion wealth transfer is reshaping how money moves between generations. Younger investors aren’t just inheriting assets—they’re redefining wealth with values-aligned investing and strategic philanthropy. For advisors, this creates an opportunity to engage clients through giving, deepen relationships, and drive growth.
The “Innovation at Speed” Mindset in Financial Services
In financial services, slow experimentation is no longer an option. With AI evolving at a compounding pace, firms must adopt an “innovation at speed” mindset—rapidly deploying solutions, iterating with clients, and executing with velocity to stay competitive in today’s fast-changing landscape.
Fixing the Annuities Knowledge Gap
Annuities offer powerful benefits but remain one of the most misunderstood products. Advisors often lack the time and tools to navigate their complexity. AI can change that—automating product intelligence, surfacing personalized insights, and making annuities easier to recommend with confidence.
Wall Street needs to develop its own AI systems, not rely on Big Tech
In this CNBC op-ed, Vinay Nair argues that financial institutions relying on generic AI risk falling behind. The real competitive edge will come from domain-specific models—purpose-built to translate financial intent into intelligent action.
@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.
When Markets Get Uncertain, The Best Firms Double Down on Data
When volatility hits, data is clarity. In uncertain markets, the best firms don’t slow down—they double down on intelligence. From advisor engagement to retention strategies, distribution teams can turn uncertainty into opportunity with precision and confidence.
AI Mythbusters
No technology is moving faster, nor has a greater capacity for changing the world than AI. It has grabbed countless headlines over the past few years, but even before ChatGPT, it has been changing the way we search the web, find new music, and monitor our credit. AI encompasses a diverse array of approaches, including […]
AI In Wealth Management: Navigating Practical Impact And Future Growth
TIFIN President Rob Pettman explores AI’s impact on wealth management, 2025 trends, and how AI empowers advisors to drive better outcomes in this Wealth Solutions Report feature.