Search Results
AI
8583 posts
Wait Continues for DOL Proposed Rule on Alternative Assets
With the 180-day executive order deadline for a proposed rule’s release now behind us, sponsors and advisors are watching closely to see whether the proposal delivers clarity—or new uncertainty
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Always-on intelligent support resource helps RPAG members access critical info instantly, fast-tracking advisor operations and client service
Advisors Look to AI for Client Outreach
Morningstar’s latest report also highlights private market investments and evolving client demands as key takeaways for advisors
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
New CDC data shows average 65-year-old retiree will reach 85; accurate longevity risk assumptions vital to effective retirement planning
Vanguard Cuts Fees Again, Lowers Average Expense Ratio to 0.06%
More than 60% of firm’s funds have had an expense ratio reduction in 2025 or 2026
Billion-Dollar RIAs Drive Expansion with AI
Seventy percent of RIAs in this category utilize the technology for tasks like notetaking and call documentation
$70 Million ERISA Lawsuit Filed Against Bloomberg 401(k) Alleging Plan Mismanagement
Sanford Heisler Sharp McKnight files complaint claiming two chronically underperforming funds were not removed from lineup of $5 billion plan
The Businesses and Billionaires Promising Trump Account Contributions
Numerous organizations and philanthropists have come out in recent weeks and days with pledges to contribute to the federal retirement savings vehicle
This Rocky Mountain State is the Best Place for Retirement
Meanwhile, the East Coast dominates as among the worst places to retire to, annual WalletHub report finds
AI Adoption Doubles Since 2023
RIAs are mainly utilizing the tool for administrative tasks like notetaking and email drafting, finds Schwab Advisor Services