Search results for: artificial intelligence
Investment Product and Service Launches
FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond ETF.
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.
Young Employees Pulling Back on Retirement Contributions
Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan advisers in times of volatility.
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.
SEC’s Gensler Confirms AI is Regulatory Priority
Chairman Gary Gensler said at a conference that he has directed the SEC to explore the regulatory implications of AI in financial advising, and also reiterated the importance...
SEC Head Gensler Says Reg BI Not ‘Check the Box’ Exercise
The SEC chairman made remarks about Reg BI, Reg BE and about AI’s role in the markets at FINRA’s annual conference.
Investment Product and Service Launches
Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and more.
2023 RPAY – Strategic Retirement Partners
Business at a Glance as of 12/31/22 Plan assets under advisement: $15.14 billion Median plan size (in assets): $5.06 million Plans under administration: 1,000 Total participants served: 268,000...
Morningstar Introduces AI Adviser to Aid Evolving Investors
Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
Ric Edelman Expects Living Past Age 100 to Force Major Savings Mindset Change
The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.
At House Committee, SEC Swing Pricing Proposal Comes Under Fire
Gensler defended the SEC’s recent proposals on subjects such as climate disclosure and swing pricing.
Many Providers Are Prioritizing Participant Financial Advice in 2023
Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach participants.
Investment Product and Service Launches
Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and more.
Retirement Industry People Moves
Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires; Wiener to take over management of TIAA’s general...
Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and...
Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report.
Advisers are Adopting Technology, Model Portfolios
More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service.
Know Where the Puck Will Be
Advisers discussed three areas of focus to position practices for the future.
Evolution in Investment Vehicles Presents Opportunity
Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress webinar.
The Future of Work in the Investment Industry
The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.