Fintech firms Tifin at Future Capital are bolstering their presence in the retirement advisory space with newly inked new RIA parnerships.
Tifin announced its AI-powered workplace growth platform, Tifin @Work, is collaborating with RIA aggregator Concurrent Advisors to deliver personalized financial solutions.
Under the partnership, Tifin @Work will provide AI-driven insights to help employees fine-tune their financial strategies, including optimizing their paycheck contributions and making plans to support long-term goals. Concurrent, meanwhile, will use its advisory expertise to help deliver clear, actionable outcomes for employees as well as employers and advisors.
"Concurrent's rapid growth has been built on our ability to deliver personalized, scalable solutions that meet the unique needs of clients," Casey Bates, managing director of strategy and growth at Concurrent, said in a statement Wednesday. "Our partnership with Tifin@Work strengthens our offering, combining cutting-edge AI technology with our proven advisory strategies to create financial solutions with real impact."
"This partnership is about creating better wealth outcomes with tailored solutions that truly make a difference," added Marc McDonough, CEO of Tifin @Work.
Elsewhere, Future Capital, the tech-enabled RIA platform with a focus on personalized retirement solutions, struck up a partnership with AssuredPartners Investment Advisors, an affiliate of AssuredPartners.
The collaboration will give APIA's financial professionals access to Future Capital’s Construct platform – which it launched in April – allowing them to manage clients' held-away 401(k) assets, customize portfolios, identify rollover opportunities, and unlock more potential revenue streams from those relationships.
Jay Jumper, founder and CEO of Future Capital, emphasized that many clients hold "a sizable portion of their wealth" in retirement accounts, and argued that being unable to help clients pursue their goals by optimizing those assets "is doing them a disservice."
"Advisors require access to their clients’ held-away retirement assets to truly offer holistic financial planning," Jumper said in a Tuesday statement. "Our partnership with AssuredPartners Investment Advisors extends sophisticated retirement plan management tools to help financial professionals serve their clients comprehensively."
"As advisors who deeply appreciate their fiduciary duty, our advisors have been longing for a seamless way to manage their clients’ whole financial lives," said Justin Callaham, president of APIA.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
