Tag: 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.

Features include monthly projections, actionable guidance and customer credit if a compliance commitment is missed.

WealthReach acquires AdvisorRankings; Zocks launches scheduling tool for adviser workflows; Retirement Health Solutions joins Integrity; and more.

Vise partners with Alpha Architect for portfolio modeling; FinTurk launches FormFiller, CashSweep for advisers; and OneDigital selects JiffyAI for investor...

Advisory firms no longer require outside specialists to devise artificial intelligence strategies, as stronger models have ‘leveled the playing field.’

D1g1t launches MCP servers for advisers; Smartria releases SmartArchive for communications; and Mariner partners with Humanity Lab for AI workforce.

In a higher-for-longer rate environment, a mid-year outlook by Fortress Investment Group predicted that private credit will outperform private equity.

Voya Partners expands SinglepointAI partnership; Amplify launches custody solutions for RIAs; First Recon AI rolls out security platform; and more.

Nearly 70% of advisers believe artificial intelligence has had a positive effect on their industry, according to Edward Jones.

Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.

CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client Engagement.

Artificial intelligence is an integral and unavoidable component of mergers and acquisitions, according to a recent survey of global dealmakers.

YCharts releases agents for financial advisers, asset managers; Zocks launches client query platform for advisers; Wallace Finance offers custom indexing,...

More than 80% of employers are interested in using artificial intelligence to help workers better understand their benefits, according to...