AI Product & Service Launches – 4/27/2026
Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.
Tag: AI
Gen Z, Millennials Struggle With Financial Decisions, Turn to Digital Advice
A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.
AI Product & Service Launches – 4/20/2026
Congruent Solutions launches CORE PlanSuite; Lettuce Financial acquires Carry’s retirement, investing platform; Finny launches growth-driving agent; and more.
Ascensus Uses PlanPort AI Platform For Document Review
The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.
AI Product & Service Launches – 4/13/2026
BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...
Vanguard Launches AI-Powered Portfolio Analysis Tool
Expert Insights will be widely available for client portfolios later this year.
AI Product & Service Launches – 4/6/2026
Zocks partners with Cetera, launches MCP; ProCap acquires CFO Silvia; RiskDNA launches all-in-one platform for advisers.
Vestmark Names Chief AI Officer
The services provider’s chief technology officer is taking on an extra title to lead an effort to embed artificial intelligence...
AI Product & Service Launches – 3/30/2026
Jump launches agent for advisers; Merrill and Bank of America introduce meeting tool; Mangrove Technologies rolls out digital asset ecosystem;...
Lagging Security, Excessive AI Access Prevalent in 2 Cybersecurity Surveys
Kroll learned that 80% of respondents increased budgets dedicated to cybersecurity, but nearly three-quarters acknowledged gaps in their strategy.
AI Product & Service Launches – 3/23/2026
Zocks releases life insurance assistant; Datalign launches wealth management agents; WealthFeed enhances prospecting; and more.
For Advisers, AI Becoming ‘Invisible Infrastructure’
Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.
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...