Browsing Tag
Artificial Intelligence (AI)
30 posts
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in the coming year
RiXtrema Unveils Pair of AI Tools for 401(k) Plan Advisors
AdvisorAI and 401kAI designed to deliver rapid data with summarization and analysis that company claims can eliminate 40% of advisors’ repetitive workflow
Nearly Half of Investors Are Now Cautious of Their Investments
Despite reporting a more careful approach to investing, investors said their number one worry was not investing enough, found SoFi research
More Americans Plan to Rely on Artificial Intelligence
A Nationwide Retirement Institute survey found a higher number of aging Americans are open to utilizing AI tools for everyday needs
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
Michael Kitces explains the rapid emergence of artificial intelligence and Chat GPT, raising a bunch of fresh questions about the role it will play in financial advice, and how it complements, not replaces the role of financial advisors moving forward.
Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the conference touched on trends in the retirement plan market and recent developments within Broadridge Fi360
A Third of Investors Prefer Financial Advice from ChatGPT
A Nationwide Retirement Institute survey finds a higher rate of investors expect to get their financial advice from artificial technology than a human advisor within the next five years
Investors Bullish on AI as a Tool for Advisors
Morgan Stanley Wealth Management Pulse Survey reveals finds more than 7 in 10 investors believe artificial intelligence is a game-changer
HSBC Partners with Amazon Web Services on AI Equity Index
Ibexis Life & Annuity Insurance Company will act as provider of the HSBC AIGT index
How AI is Simplifying 401(k) Plan Comparison
BenchMine, a free 401(k) comparative analytics tool released to public in November, provides data in plain English