Wealth management fintech platform Tifin is spinning off Tifin AG, a platform driven by artificial intelligence that aims to help advisory firms grow, the firm announced Tuesday.
Tifin AG has modules that deal with client acquisition, expansion and retention. The modules can undertake such tasks as prioritizing prospect lists, identifying referral opportunities and looking at asset consolidation among a firm’s existing clients.
At the same time, the firm announced that Tifin AG’s board will include Tifin CEO Vinay Nair; Rajini Kodialam, co-founder emeritus of Focus Financial and co-CEO at E-3; and Brian Carlin, former CEO of J.P. Morgan Private Capital and J.P. Morgan Wealth Management Solutions.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
