Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.
Tag: registered investment adviser
Nationwide Debuts New Website for Advisers and RIAs
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
RIAs Lowering Fees by 20 to 30 Basis Points
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.
Retirement Industry People Moves
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.