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...
Tag: artificial intelligence
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.
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.
SEC’s Gensler Confirms AI is Regulatory Priority
Chairman Gary Gensler said at a conference that he has directed the SEC to explore the regulatory implications of AI...
Morningstar Introduces AI Adviser to Aid Evolving Investors
Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform
It will analyze each user’s ‘financial personality’ and provide education courses.
Investment Product and Service Launches
Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.
Blockchain and AI’s Role in Retirement Planning
Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope...
AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Successful Advisers Are Able to Spot Emerging Trends
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
Research
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience
Dream Forward’s AI Chatbox Answers Participants’ Retirement Plan Questions
In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.