Helping Clients Turn Thanksgiving Gratitude into a Giving Legacy
Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to foster multi-generational discussions about philanthropy, aligning family values with charitable strategies.
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
The Case for AI-Powered Insights for Risk Assessment in Wealth Management
In the ever-evolving landscape of wealth management, understanding investment risk is crucial for achieving optimal outcomes. Traditional tools often fall short, relying on emotional responses rather than factual insights. Enter Sage, the AI-powered investment assistant that transforms how advisors assess risk. With its innovative multi-dimensional risk score, Sage combines objective assessments of risk capacity with real-time portfolio analysis.
From Data to Decisions: AI’s Role in Portfolio Management
On Smarter Planner, Brooke Juniper, CEO of Sage, explores AI’s evolution in wealth advisory, from quant strategies to generative AI’s role in portfolio personalization and qualitative research.
Bridging the Gap Between Retirement Planning and Wealth Management
In today’s financial landscape, employees are seeking more from their workplace benefits, especially regarding retirement planning. However, many employees face a disconnect between their workplace benefits and overall financial goals. Enter TIFIN @Work, a platform that bridges this gap by offering personalized, AI-driven financial advice tailored to each employee’s unique circumstances.
Driving Multi-Generational Engagement and Retention Through Philanthropy
Advisors currently face the challenge of not only serving clients but also ensuring long-term acquisition and retention as wealth transfers across generations. One highly effective strategy to foster engagement and retention is through philanthropy. By incorporating charitable giving into wealth management, advisors can create deeper, multi-generational connections that resonate across families, fostering both loyalty and long-term engagement.
Key Takeaways from ADISA 2024
At the ADISA 2024 Annual Conference & Trade Show in Las Vegas, the excitement around Helix was palpable! Advisors expressed a growing demand for efficient evaluation tools to navigate the complex landscape of alternative investments.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards
Helix by Hamilton Lane and TIFIN wins the New Product Development award at the 2024 Wealth Management Industry Awards, recognizing its AI-powered platform’s role in helping advisors diversify clients’ portfolios in the private markets.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.