Tag: AI

Vanilla launches mobile notary service; Vida partners with AVANT on AI agent platform; and Zocks releases Claude plug-in.

More than half of survey respondents cited running out of money as a top retirement concern, while many worried AI...

The Retirement Management Center will include a prospecting tool and plan dashboard with integrated data.

Per a new Goldman Sachs survey, employees’ purported long-term financial confidence fails to match actions taken while in distress.

Employees can now seek holistic guidance from an artificial intelligence assistant on retirement planning, employer stock plans and Trump Accounts.

Milliman launches AI solutions practice; Deloitte expands AI capabilities with M&A platform; Betterment provides AI-powered client onboarding; and more.

Smarsh adds agent, MCP server; Trading Central launches MCP server; and Evergreen Wealth CEO launches Evergreen.ai.

Task automation using artificial-intelligence-powered tools more than doubled among survey respondents since last year.

While recent artificial intelligence developments are bringing new, flashy tools to adviser toolboxes, human necessities are taking a back seat.

Anthropic launches Claude for Financial Advisors; Conquest offers AI financial advice platform; FINTRX launches  agent for investment professionals; and more.

Altruist adds financial planning to Hazel; Affiliated Advisors launches initiative with FINNY; and Archive Intel partners with Zocks for AI reviews.

Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI.

Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more.

Last year’s cohort of PLANADVISER Emerging Leaders share what makes them excited about the future of their field.

Addition Wealth found that 21% of survey respondents used artificial intelligence for financial decisions, and 14% fully trusted the technology.

Advisory firms incorporating artificial intelligence in most core workflows reported higher productivity and staff retention, but advisers shared mixed opinions...

The firm announced new leadership responsibilities for its heads of artificial intelligence across its investment, distribution and risk functions.

Though more than half of retail investors surveyed by Betterment relied most on personal research and judgment, they did not...

UBS invests in Finster AI; Amplify Technology partners with Ned Davis Research; Integrity makes 2 new AI partnerships; and more.

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