Tag: artificial intelligence

Firms are having to balance honing their cybersecurity and evolving their technology stacks.

Zocks expands distribution through 2 partnerships; Modera launches AI financial advice platform; Domain Money adopts Altruist’s Hazel; and more.

Artificial intelligence is less about scaling a business than improving client relationships, according to industry commentator Michael Kitces.

PlanSource launches AI-powered benefits assistant; FinTurk partners with Fiduciary Check; and Capitalize introduces agent for retirement account transfers.

The regulator’s latest policy agenda highlights upcoming guidance and rulemaking on artificial intelligence and electronic delivery, which could affect financial...

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.

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.

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...

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