Tag: AI

Many industry leaders in retirement planning have called for a full or partial withdrawal of the proposal.

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.

The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.

A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...

Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.

The feedback period for the SEC proposal on artificial intelligence and conflicts of interest closed today, and the feedback has...

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...

401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform...

The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...

A senior counsel who consults on ERISA fiduciary issues and IRS and DOL audits discusses the state of artificial intelligence...

Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...

Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.

University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.

Artificial Intelligence could play a role in scaling investment advice and decisionmaking.

The new offering is available through a partnership with Financial Finesse.

Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.