TIFIN Give is Named a Finalist in the WealthManagement.com 2024 Industry Awards for Philanthropy
TIFIN Give, the technology-powered philanthropy partner for wealth enterprises, announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) for Philanthropy.
The AI Transformation of Private Wealth Management: What to Expect in 2024
The world of private wealth management is undergoing a significant transformation, driven by rapid advancements in AI technology. For Registered Investment Advisors (RIAs), staying ahead of these changes is not just beneficial—it’s essential. As we look toward the second half of 2024, several key trends are poised to reshape the landscape, offering new opportunities and […]
Ken Denman Joins TIFIN’s Board of Directors
TIFIN’s distinguished board welcomes the seasoned executive and advisor to help guide the firm’s continued growth and build stronger ties with the technology ecosystem.
Empowering Fund Screening and Diligence with AI: Enhancing Precision and Efficiency
In the world of private markets, due diligence is a cornerstone of sound investment strategy. The meticulous process of evaluating potential investments can be both time-consuming and resource-intensive. Yet, it’s indispensable for mitigating risks and ensuring robust returns. Enter artificial intelligence (AI). AI has been powering tools that are reshaping how due diligence is conducted, […]
The Power of Personalization: Boosting Client Satisfaction with AI-Driven Investment Insights
In the fast-evolving landscape of financial advisory services, the demand for personalized investment solutions is at an all-time high. Independent financial advisors face the dual challenge of catering to this demand while managing their time efficiently. Advisors are faced with meeting these complex requirements without compromising the quality of service. Enter the revolutionary role of AI-driven investment insights.
Partner content: Hamilton Lane’s 2024 Market Overview
HL’s Market Overview offers a comprehensive and unique perspective on the private markets investment landscape, leveraging the firm’s industry expertise, research capabilities and expansive database.
Designing A Generative AI Assistant For Private Markets
We spoke with Samuel Ganeles, director of enterprise sales at Helix, to learn about their groundbreaking project: the industry’s first conversational, natural language investment assistant tailored for private markets and alternative investments.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
The former LPL executive, Jeannette Kuda, joins TIFIN AG to lead the firm’s next stage of growth driving net asset growth for wealth enterprises
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Jeannette Kuda, as Chief Operating Officer of its TIFIN AG platform.
AI, Technology, and the Advisor-Client Relationship – Founder & CEO Dr. Vinay Nair in the IWI Monitor
Founder & CEO Dr. Vinay Nair recently spoke with Investments & Wealth Institute Monitor Editorial Advisory Board Chair Avi Sharon about using artificial intelligence and technology more broadly to impact the world of financial advice and the advisor-client relationship. Read their conversation in the most recent edition of the Investments & Wealth Monitor.