Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack

Does your firm want to leverage technology to fuel growth, but isn’t sure where to start? Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell Management and Concourse Financial Group as they discuss the industry’s journey to the ideal tech stack. Hear about the key strategic objectives, industry trends, and organizational challenges that are driving how they think […]

Giving Tuesday Webinar: Trends & Opportunities in Charitable Planning

Watch a replay of TIFIN Wealth’s Giving Tuesday webinar on trends & opportunities in charitable planning as panelists from Ingalls & Snyder, Wealthspire, and Aspiriant discuss how charitable giving is rapidly evolving. Learn how wealth managers can leverage modern charitable giving technology to unlock growth opportunities for your firm, plus: Why it makes sense for […]

Supporting Client Philanthropy in Affluent Households

Parent and child hands holding each other

Charitable giving continues to be a priority for affluent households, and we believe their financial advisors would be remiss to overlook its importance when it comes to deepening key client relationships.  The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, created in partnership by Bank of America and Indiana University Lilly […]