Data & Research October 23rd, 2023 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...
Compliance September 19th, 2023 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...
Compliance September 12th, 2023 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.
Practice Management September 1st, 2023 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...
Compliance July 31st, 2023 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...
Compliance July 17th, 2023 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...
Products June 16th, 2023 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.
Data & Research May 23rd, 2023 ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.
Compliance May 19th, 2023 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...
In Practice April 27th, 2023 Morningstar Introduces AI Adviser to Aid Evolving Investors Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
Products May 5th, 2021 Ascensus Unveils AI-Driven Personalized Financial Wellness The new offering is available through a partnership with Financial Finesse.
Products March 12th, 2021 Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform It will analyze each user’s ‘financial personality’ and provide education courses.
Products April 16th, 2020 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.
Data & Research February 6th, 2020 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...
Client Service September 26th, 2019 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.
In Practice September 11th, 2019 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
Products February 4th, 2019 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.