Tifin, a fintech specializing in artificial intelligence for wealth management, announced Tuesday that Rob Pettman, formerly a top executive at LPL Financial, will serve as its new president and chief revenue officer.
The move represents a swift transition for Pettman, who spent 19 years at LPL and most recently served as the firm's executive vice president of wealth management solutions.
In that capacity, he managed LPL's wealth management platform, supervising investment product distribution, advisory platforms, research, and the retirement plan business. His responsibilities also extended to nurturing relationships with product and technology companies.
Pettman revealed his decision to depart LPL in a LinkedIn post last Monday.
Now, he brings his extensive background in financial services to his new role at Tifin, where he will report to Vinay Nair, the company's founder and CEO.
"Rob's extensive experience and deep understanding of the financial advisory landscape make him the perfect fit to help Tifin's growth as we enter a phase of scaling and deployment," Nair said in a statement. "At the same time, his familiarity with advisor, asset manager, and insurance provider frustrations will help us with relevant ongoing innovation.”
In his new role, Pettman will be responsible for leading revenue generation strategies, establishing strategic partnerships, and spearheading growth initiatives across Tifin's suite of companies. His leadership is expected to enhance Tifin’s market presence and affirm its status as a leader in AI-powered financial technology within the wealth management sector.
“I am thrilled to join Tifin at such an exciting time in the company's journey," Pettman said. "Tifin is on the leading edge of applying AI technology to empower financial advisors with better intelligence and to enhance client outcomes."
The news of Pettman’s appointment comes roughly a month after Tifin announced a former BlackRock executive, Brooke Juniper, would be leading one of its advisor AI platforms.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.
