Browsing Tag
Artificial Intelligence (AI)
30 posts
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform
AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration
Powerful combination of risk metrics and FP Alpha’s proprietary algorithms aims to reduce risk throughout a person’s financial life
Ascensus Introduces ‘Aimee,’ a Unique Financial Wellness Hire
Recordkeeping giant Ascensus added artificial intelligence (AI) to its financial wellness offering to encourage better economic decision-making and behavior…
Tickeron Boosts AI-Generated 401k Reporting to Over 80,000 Plans
Sunnyvale, Calif.-based artificial and human intelligence platform Tickeron announced Dec. 9 that it has more than doubled the…
401k Meets Artificial Intelligence Via New Strategic Investment
In an effort to be the first organization to bring true artificial intelligence (AI) to the 401k market,…
Expand Financial Acquires Dream Forward’s 401k Business
Expand Financial, a Denver-based retirement industry consultant, today announced the closing of its acquisition of fintech startup Dream…
Bank of America to Merge Workplace Financial Benefits with Banking, Investing Tools
Bank of America today announced the launch of Financial Life Benefits, a suite of workplace benefits and solutions…
New Deal Brings Chatbots to 401k Plan Participants
We’re still in the early stages of using AI/chatbots to help 401k plan participants with basic questions about…
New Financial Wellness FinTech Incorporates Artificial Intelligence
Financial wellness is top-of-mind. Both employers and employees are asking for it, and in response, the industry is…