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 […]
Help Clients Create a Plan for Giving, Before Holiday Bells Start Ringing
It’s coming sooner than you think, the hustle and bustle of the holidays. Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans. In just a few weeks, we’ll all be overwhelmed by planning holiday vacations, toy shopping, or racing to pick-up […]
Growing Your Practice Through Modern Charitable Giving Strategies & Technologies
Donor-advised funds are the fastest-growing philanthropic vehicle in the US*, with accounts exceeding 1 million. Even as interest in charitable giving grows, a gap remains between the clients who seek the charitable and tax benefits of giving and the in-house capabilities of the financial advisors they trust. With the advent of digital DAF solutions into […]