C-Suite Prioritizes a Shift to Proactive Management
According to PR firm Padilla, 67% of executives report their employees are ready to support change initiatives, and leaders are...
Tag: artificial intelligence
AI and the Future of Participant Services
Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized...
Regulators Urged to Take Risk-Based Approach Toward AI
A recent SEC-hosted roundtable addressing artificial intelligence highlighted the risks and rewards of its usage in financial services.
Financial Firm Investment in Gen AI Surges, Cybersecurity Remains Priority
A Broadridge survey found a leap in firms’ investment plans for generative AI technology.
In the Rush to Hire AI Talent, Companies are Rushing Too Fast, Survey Finds
"Firms are competing for an ever-shrinking pool of skilled candidates when they should be investing in developing their own qualified...
FinTech, AI Tools to Ease Administration and Expand Financial Planning Access
At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide...
AI Can Be Helpful for FAs—but Mostly In-House for Now
Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management...
AI Is Here. Fiduciaries Must Remain Diligent
Experts discuss how the benefits of artificial intelligence for 401(k) plan administration and management also come with risks to be...
Retirement Plan Tech Firm Turns to AI for Video ‘Hosts’
vWise goes live with AI avatars that can provide plan information and guidance to participants.
Gensler Defends Predictive Analytics to Skeptical Audience
SEC Chairman Gary Gensler addressed the investment community’s concerns anxiety about regulation of predictive data analytics, including artificial intelligence, at...
Gensler Defends SEC’s Predictive Analytics and Conflicts of Interest Proposal
Artificial intelligence still presents unique systemic and compliance risks that are not easily disclosed, he argued.
5 Retirement Industry Trends to Follow This Year
An expert from Pentegra talks about developments shaping the retirement landscape, and what advisers may want to do about them.
Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs
A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...
Scope of AI Conflicts Proposal Finds New Opponents on the Hill
Members of both parties have criticized the SEC’s definition of ‘covered technology’ when it comes to using AI in financial...
Congress, Industry Push Back on SEC’s AI, Safeguarding Rule Proposals
The proposal would require advisers to eliminate conflicts related to a wide range of computational technology.
AI Is Reshaping Financial Wellness, but Can It Improve Retirement Savings?
Generative AI is already impacting financial wellness tools, but in coming years, it’s likely to have a greater role in...
SEC Proposal Would Require Elimination of Conflicts When Using AI and Similar Technology
The proposal applies to the use of wide range of technologies, including predictive analytics, that might put the firm’s interests...
SEC’s Gensler Says AI Can Create Conflicts of Interest
The SEC chair said that an AI program that even accounts for the interests of the adviser could present conflicts...
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.