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.
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.
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
Technology is transforming philanthropy. From easier cause discovery to real-time impact tracking and community-driven giving, new tools are making charitable giving more accessible, engaging, and impactful—for donors, nonprofits, and advisors alike.
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
AI isn’t a threat—it’s an advantage. In this Growth Studio episode, Rajini Kodialam shares how RIAs can harness AI to scale growth, deepen relationships, and stay competitive.
The Power of Personalization: Scalable Engagement with AI
Personalization is no longer optional—it’s essential. AI helps distribution teams move beyond generic outreach, delivering timely, tailored insights that deepen advisor relationships and drive growth at scale.
The Power of Personalization: Reaching Investors Where They Are with AI
Today’s investors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]
Bridging the Engagement Gap: The Role of Personalized Financial Guidance for Plan Participants
New research from Cerulli Associates reveals a significant challenge in the retirement planning sector: the underutilization of financial wellness tools by plan participants.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Advisors need smarter giving solutions, not more complicated ones. For high-net-worth clients, charitable giving isn’t just about generosity—it’s a strategic part of their tax planning and wealth management. Many advisors turn to private foundations or donor-advised funds to structure client giving. However, these tools do not always meet every client’s needs—particularly when managing Required Minimum […]