Search results for: artificial intelligence

A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in 2024, up from 40% in last year’s study.

Janus Henderson releases charitable investment accounts; SEI launches multi-strategy alternative ETF; and Zocks, Orion offer AI integration to provide portfolio insights.

Jackson has launched new fixed index annuities; Shelton Capital Management will offer an Equity Premium Income ETF; VanEck launches new actively managed ETFs; and more.

The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics.

Neuberger Berman launches first interval fund offering private credit access; Vanguard and Wellington file for three active ETFs; Manulife John Hancock Investment adds global senior loan ETF; and...

The Securities and Exchange Commission’s AI task force could provide the agency a ‘technology augmentation,’ according to a former SEC counsel.

Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM; and more.

As cost pressures ease, sponsors are prioritizing data security and embracing artificial intelligence to personalize and future-proof the 401(k) experience.

Thoughts from Steven Puckett, with Fiduciary Pension Partners.

Thoughts from Erin Hall, with Strategic Retirement Partners.

MissionSquare announces reduction in fund costs; PGIM, Tortoise Capital and Manulife John Hancock Investments launch ETFs; SmartX brings semi-liquid alts into model portfolios; and more.

The company intends to create a new generation of offerings to improve advisers’ productivity.

Securities and Exchange Commission veteran Valerie Szczepanik was named its chief artificial intelligence officer to lead the agency-wide effort.

Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most did not trust AI alone with money matters.

A congressional bill introduced last week would allow financial regulatory agencies to experiment with artificial intelligence without the ‘expectation of enforcement actions.’

These households, which have increased in the last two years, also reported feeling ‘very experienced’ at investing.

The task force, established by a January executive order, made proposals related to several digital finance issues.

Thoughts from Sean Kelly, with Heffernan Financial Services.

Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration partnership; and more.