Tag: artificial intelligence

With widespread familiarity among agents and Anthropic’s recent release of agent templates, artificial intelligence is proving to be far more...

Hamachi partners with Modelist to deliver portfolio intelligence; Altvia connects private markets data to firm tools; OneStream releases blueprint for...

The Securities and Exchange Commission is accepting public feedback on a review of the world’s largest database of retail and...

Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.

A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.

Congruent Solutions launches CORE PlanSuite; Lettuce Financial acquires Carry’s retirement, investing platform; Finny launches growth-driving agent; and more.

Based on a Financial Finesse report, the personalization and timing of client communication, as well as maintaining human advice, led...

The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...

Expert Insights will be widely available for client portfolios later this year.

Zocks partners with Cetera, launches MCP; ProCap acquires CFO Silvia; RiskDNA launches all-in-one platform for advisers.

The services provider’s chief technology officer is taking on an extra title to lead an effort to embed artificial intelligence...

Jump launches agent for advisers; Merrill and Bank of America introduce meeting tool; Mangrove Technologies rolls out digital asset ecosystem;...

Kroll learned that 80% of respondents increased budgets dedicated to cybersecurity, but nearly three-quarters acknowledged gaps in their strategy.

Zocks releases life insurance assistant; Datalign launches wealth management agents; WealthFeed enhances prospecting; and more.

Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.

Transamerica’s new  assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.

The platform debut follows OneVest’s strategic partnership with Merit Financial Advisors.