Browsing Tag
Artificial Intelligence (AI)
58 posts
Artificial intelligence (AI) refers to the use of advanced computer systems that analyze data, identify patterns, and make informed predictions to improve retirement planning. In 401(k) management, AI can help plan sponsors and participants by automating investment decisions, monitoring market trends, and providing personalized savings recommendations. It can also streamline administrative tasks, detect unusual activity for security purposes, and enhance compliance by flagging potential issues early. Overall, AI supports more efficient plan management and helps participants make smarter, data-driven choices about their retirement savings.
TIAA Launches Gen AI Platform
Among its features includes creating content that digests complex topics, raising awareness in cybersecurity, and more
QDAI: Qualified Default Artificial Intelligence
Ron Surz says there is an evolution underway in 401(k) investing that is being driven by AI
Younger Investors Eager to Use AI in Financial Planning
More investors are also open to human advisor and AI collaborations, Northwestern Mutual's newest study finds
Taking a Google Maps Approach to Professional Development
Don Trone explains how AI provides information; Interactive MindMaps provide knowledge that can be instrumental in critical training for fiduciaries
2024 NAPA 401(k) Summit: Driving Insights and Outcomes with AI
Financial professionals will need to embrace artificial intelligence technology in order to deliver comprehensive retirement strategies, say panelists at the NAPA 401(k) Summit
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.
EY Outlook Names Growing Inclusion, AI, as Leading Trends in Wealth Management
The Ernst & Young report identified the top areas for growth and success in 2024 among the wealth management space
AI, Wealth Management and Retirement to Grow in 2024
MarshMcLennan releases report highlighting leading retirement strategies in 2024, including a growth of AI, cybersecurity measures, and more
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