For Advisers, AI Becoming ‘Invisible Infrastructure’
Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.
Tag: AI
AI Product & Service Launches – 3/16/2026
Transamerica’s new assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.
Managing the AI Content Explosion in Financial Services
Advisers face major compliance risks if they can no longer oversee—or explain—their AI output.
How AI Is Changing Fund Management
Artificial intelligence is impacting all facets of advisers’ work, right down to the explanations they share with clients.
AI: From ‘in the Loop’ to in Control
Artificial intelligence’s rapid advancement presents ongoing occasions for financial advisers to assess its ethical use and best practices.
Nearly Half of Adults Praise ‘Superior’ AI Finance Information
About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...
How Will Advisers Use AI by 2030?
A recent report by the CFP Board looked at possible outcomes of how artificial intelligence will shape financial planning.
Almost All Organizations Hit by Digital Attacks Believe It Was Preventable
A survey found that 92% of security decisionmakers who came under cyberattack in the last year believe that better security...
Going Beyond DC Plans’ Defaults
While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of...
Do Advisers Ignore AI at Their Peril?
Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 Conference...
How to Train Your AI ‘Coworker’
OneDigital’s AI-powered consultant, ‘Ben,’ is not just surfacing knowledge about employee benefits, but a collaborative equal to team members.
AI Use Could Boost Public Sector’s Retirement Planning
A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.
RIAs Lead Financial Advisers in AI Tool Use
Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.
More Than Half of Advisers Already Use AI, per Betterment
The firm’s second adviser survey identified how younger advisers—Millennials and those in Gen Z—use artificial intelligence differently than older colleagues.
Popular AI Chatbots Struggle With Estate Planning, but Pass CFA Exams
In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial...
Financial Firms Show Interest Uptick in Generative AI
A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in...
Summit Financial Adds Eight AI-Driven Tools to Adviser Platform
The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics.
Wealth Tech Company InvestCloud Launches AI-Enabled Solutions Aimed at Financial Advisers
The company intends to create a new generation of offerings to improve advisers’ productivity.
Humans, Not AI, Trusted by Participants With Financial Tasks
Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most...
Wealth Management Industry Faces ‘Talent Crisis’ Amid Growing Need for Financial Professionals
Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D....