Browsing Tag
Artificial Intelligence (AI)
76 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.
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
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…