DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.
Podcast: Unlocking the Power of Data & AI in Wealth Management
Data intelligence and AI are transforming wealth management. In this episode, TIFIN leaders share how firms use smarter insights to drive growth, efficiency, and personalized client engagement.
Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
Too often, enterprise research never reaches client portfolios. Sage solves this “last-mile” problem by turning OCIO and asset manager guidance into personalized, advisor-ready recommendations that scale adoption and impact.
@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.
The ETF Surge Is Real—But Are You Seeing the Full Picture?
ETF flows are accelerating at record levels, with active ETFs leading the charge. Yet many asset managers struggle to harness ETF data for distribution. At TIFIN AMP, we help firms turn fragmented data into actionable intelligence—driving smarter engagement, deeper advisor relationships, and stronger outcomes.
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.
How AI is Accelerating the Shift from Brokerage to Advisory
AI is accelerating the shift from brokerage to advisory. By surfacing opportunities and empowering advisors, firms can drive deeper relationships and measurable growth.
Podcast: Leading Through Volatility with Jeff Mehi
Volatility isn’t a time to pause—it’s a time to lead. In this Growth Studio episode, Jeff Mehi shares how firms use real-time data and AI insights to navigate uncertainty and drive smarter decisions.