Search results for: artificial intelligence
Data Scientists Play New Role in Financial Services Vertical
Speaking to attendees of the 2018 DataDisrupt conference in New York, Morningstar’s first chief data officer reflected on the recent creation of his role and what it says...
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.
Nationwide Debuts New Website for Advisers and RIAs
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
Broad-Based Financial Education Found to Be Ineffective
Instead, programs need to be tailored to each individual’s specific financial goals.
Investment Products and Services Launches
Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.
Social Security Optimization Can Extend Retirement Portfolios by a Decade
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking...
Investment Products and Services Launches
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs.
Artificial Intelligence Forecasts Financial Behavior
Envestnet | Yodlee rolls out a suite of applications utilizing predictive analytics and artificial intelligence to help users create better spending habits and save toward goals.
Cetera Aims to Gauge Investor Emotions With Facial Recognition
Firm’s Decipher tool uses cloud-based artificial intelligence to determine how investors feel about different real-life scenarios involving money.
PrairieSmarts Risk Platform Acquired by Covisum
The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.
Advisor Invest Robo Platform Introduced by qplum
“Many advisers feel left behind by the robo-movement,” the firm suggests, “but they don’t have to feel threatened or left out.”
Disruptors Poised For Success in Retirement Space
Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services.
In 30 Years People May Not Have to Work
Will those out of work be content to live a life of leisure? Can the global economy adapt to unemployment that’s greater than 50%?
The Most Popular College Class…Ever?
A free, online course being offered by Stanford University has attracted more than 60,000 students from around the globe – and no, it’s not “Economics 101.”