Popular AI Chatbots Struggle With Estate Planning, but Pass CFA Exams
In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial...
Tag: Estate Planning
Opportunities Abound in Wealth Transfer Planning
Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent...
Product & Service Launches – 5/30/24
MassMutual offers CAIS alternative investment platform to advisers; Pontera and Stifel help 401(k) participants pursue retirement goals; member-based financial planning...
Infographics: Workers Prefer Financial Benefits to Lifestyle Perks
A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team...