Search results for: artificial intelligence

Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.

Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market to grow 7% annually to 2027.

Advisers and recordkeepers discuss the viability of working in the small plan space amid anticipated growth. 

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.

Former recordkeeper executive Shane Hanson launches Freedom 360 suite aimed at streamlining retirement services and boosting participant engagement.

Delphia and Global Predictions were fined a combined $400,000 for marketing rule violations related to their use of artificial intelligence.

Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO; and more.

The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear human advisers remain the top talent.

SEC Chairman Gary Gensler addressed the investment community’s concerns anxiety about regulation of predictive data analytics, including artificial intelligence, at IAA’s 2024 Compliance Conference.

William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue to explore regulating the use of artificial intelligence...

The fifth in our Planadviser In-Depth series delves into cybersecurity threats to retirement plan assets and the industry’s approach to combatting them.

Behavioral economist Shlomo Benartzi took to LinkedIn to gauge how financial advisers view AI’s ability to replace humans. The response surprised him.

The company’s general manager, Kevin Darlington, explains how personalized messages—sometimes aided by AI—produce proven results for investor engagement.

The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and the challenges and opportunities for its future.

Artificial intelligence still presents unique systemic and compliance risks that are not easily disclosed, he argued.

A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators will still need to steer the ship.

An expert from Pentegra talks about developments shaping the retirement landscape, and what advisers may want to do about them.

The industry regulator provided areas of focus for the year ahead to member firms.

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.