Search results for: artificial intelligence

To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.

In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.

LIMRA anticipates equity markets will slow modestly this year, while interest rates will continue to rise; the organization expects conditions to promote growth in annuity purchases by long-term...

CFB Board sees decumulation as a likely driver of digital advice innovation, especially as an aging population creates a need for more efficient and effective services.

Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

The system analyzes emails, notes and text messages to predict client needs.

Northern Trust Launches Outsourced Trading Capability; State Street and Charles River Development Acquisition Improves Investment Platform; Mercer and Morningstar Launch Digital Analytics Platform; and more.

When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.

Polling its members, the Investment Adviser Association finds broad optimism about business prospects in the year; many firms report plans to grow headcounts by up to 10%.

FINRA asks advisers to share their insights about “fintech innovation in the broker/dealer industry,” while also unveiling a new structure for its enforcement staff.

They are also harnessing the competitive edge of AI.