Browsing Tag
Artifical Intelligence (AI)
5 posts
Zeplyn Ushers in AI Workflow Capability
The tool will be available to wealth management firms wanting to streamline administrative tasks
Recordkeepers Slowly Integrating AI in DC Plans
Cerulli Associates finds that a few DC plans are already using AI on its plan management and back-office strategies
Asset Managers Prioritize Accelerating AI Adoption
Over half of asset managers say they are currently using or planning to use AI within the next year as part of their advisor segmentation strategy
QDAI: Qualified Default Artificial Intelligence
Ron Surz says there is an evolution underway in 401(k) investing that is being driven by AI
How AI is Changing the Game with Financial Finesse’s Liz Davidson
Liz Davidson highlights AI finance revolution with AI coach Aimee, transforming retirement advice.