Building a Smart Data Strategy for Your Wealth Firm
How Better Data and Precision AI Can Fuel Growth for Wealth Management It’s a very old maxim in the tech world: GIGO, or Garbage In, Garbage Out. Since the earliest days of computing, people understood that feeding bad data into a system would provide a flawed answer, even if every part of the calculation was […]
[Financial Planning] How wealth management can apply AI … intelligently
Not all AI solutions are created equal. In this Financial Planning article, CEO Vinay Nair sets the record straight about the reality of AI and how it can move wealth management firms forward when applied intelligently.
Introducing “Money Assistant”: A Groundbreaking Podcast by Money News Network and Magnifi
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help Solve Them With AI.
TIFIN AMP, the AI platform for distribution in the asset management industry, appoints senior executive leadership
Sal Gagliano, formerly from Broadridge, joins as Chief Executive Officer.
Charlie Shaffer, formerly from Russell Investments, joins as President and Chief Revenue Officer. The hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023.
A New Way to Optimize Client Portfolios: Unleashing the Power of Goals-Based Wealth Management
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Adam Bilmes CIMA®, CFP®, CRPC®, VP of Digital Strategy and Wealth Management at Franklin Templeton, and AJ Boury, Chief Operating Officer at TIFIN Wealth, as they explore the power of goals-based wealth management and introduce our […]
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact and Innovation
Stacy Carter joins as the COO of TIFIN and Bhavna Thakur joins as the COO of TIFIN.AI.
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech Innovation
The new initiative is dedicated to conceiving and developing TIFIN’s second cohort of AI-powered fintech companies focused on better wealth outcomes for individuals. JP Morgan joined TIFIN to lead the funding for TIFIN.AI.
The Case for AI in Asset Management Distribution
ChatGPT, have you heard of it? How about AI or Machine Learning? Of course, you have. Unless you’ve been under the proverbial rock for several months, talk of Artificial Intelligence has inundated our airwaves, inboxes, and feeds. If you’re an Asset Manager, specifically someone focused on sales and marketing, you’ve probably wondered how this new technology can be leveraged to grow your AUM.
Listen: Employing AI to Meet the Pace of Evolution with Jack Swift
TIFIN AMP’s Jack Swift recently appeared on the Advisorpedia podcast to discuss the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.
Magnifi Launches Linked Account Capability to Create Unified Investment Management for Its Subscribers
New ‘linked investments’ feature now has over $150 million in linked assets to enhance investing advice to subscribers.