Search results for: artificial intelligence
TIFIN, Franklin Templeton Launch Financial Wellness Solution
Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Just the facts
Artificial Intelligence Potential
Retirement savings and behavioral finance expert Shlomo Benartzi is turning his attention to artificial intelligence. The University of California, Los Angeles, professor emeritus and founder of PensionPlus is...
Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
Litigation Trends to Watch in 2024: Drop in TDF Suits, More Forfeiture Complaints
Attorneys from Faegre Drinker Biddle & Reath LLP discuss qualified retirement plan litigation trends for the new year.
Young Investors Tend to Fall for Online Financial Misinformation
Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.
Americans Remain More Wary of Inflation Than Retirement Shortfall
Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.
Profitable Endeavors
Plan advisers discuss how they provide best-in-class services while still meeting—and trying to exceed—client needs.
From In-House Referrals to Cold Calls: Strategies for Client Attraction
Experts discuss how they create strategies to attract new clients.
AI’s Potentials, Pitfalls For Enhancing Participant Advice
The retirement industry is honing in on artificial intelligence uses—and potential misuses—in improving participant interaction.
Candidly Launches Emergency Savings Solution
The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.
US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs
A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for health care costs at increasingly older ages.
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
Does Anyone Support the Predictive Analytics Rule?
Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.
SEC’s AI Proposal Would Negatively Affect Retirement Education Features, Commenters Say
The feedback period for the SEC proposal on artificial intelligence and conflicts of interest closed today, and the feedback has been overwhelmingly negative.
Morningstar: ESG Integration Growing Among Institutional Asset Owners
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Former DOL Investigator Starts Firm Targeting 401(k) Fraud
David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and more.
SEC Would Suspend Rulemaking, Enforcement During Potential Shutdown
Comment periods would remain open for the AI and safeguarding proposals, but comments would not be reviewed in real time.