AI Will Not Replace Advisors — But It Will Elevate the Importance of Human Connection
Artificial intelligence is reshaping wealth management, but it cannot replace trust, empathy, or the deeply personal conversations that define great advisory relationships. In this thought leadership piece, Greg Murray explores why charitable planning is becoming one of the most powerful ways advisors can deepen client relationships, engage the next generation, and create lasting impact.
TIFIN Group announces the consolidation of its AI businesses and the launch of TIFIN.AI, an industry-first agentic operating system
TIFIN launches TIFIN.AI, an enterprise agentic AI platform for wealth managers and product providers, connecting operations, investments, and growth workflows.
TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities
TIFIN Give and Canterbury Consulting collaborate to bring donor-advised fund capabilities and institutional-quality investment strategies together.
DAFs Are No Longer a Nice-to-Have. They’re a Proven Growth Engine.
New data shows that when DAFs are designed around advisors and embedded into the planning experience, they become something more: a durable growth engine. AssetMark’s recent DAF evolution offers a clear signal for wealth firms rethinking how philanthropy fits into their growth strategy.
TIFIN Give to Power Donor-Advised Fund Experience for Confluence Financial Partners
TIFIN Give announces a new partnership with Confluence Financial Partners to deliver a modern, advisor-led donor-advised fund platform that enhances philanthropic planning and multi-generational engagement.
TIFIN named to The Agentic List 2026
2026 The Agentic List identifies the 120 most promising private companies building enterprise-grade agentic AI — autonomous systems that make decisions and take actions by themselves and collaborate with human teams. We identify companies that are trending up in the last 12 months, making significant impact in large enterprises and key industries.
Bridging the Final Mile in Philanthropy
Philanthropy has evolved. Grant payments haven’t. As DAFs scale, fixing the final mile is now essential to trust and impact.
From Access to Action: Why Growth in Wealth Management Is an Intelligence Problem
Wealth management firms have more access to data and technology than ever before. The real differentiator is how effectively that intelligence is translated into clear, prioritized actions for advisors that drive measurable growth.
Building AI Pilots That Actually Drive Growth
Wealth management firms are launching more AI pilots than ever before, yet many struggle to translate experimentation into measurable growth. This article explores what separates pilots that scale from those that stall.
The Hidden Obstacles to AI Success in Wealth Management
AI is everywhere in wealth management, but execution will separate leaders in 2026. Rob Pettman shares what firms must address to turn AI from pilots into scalable business impact.