Trendspotting
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Reported by Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/06/25152024/PA-062524-Fisher-401k-Practice-1411511887-web-432x243.jpg)
Fisher Investments to Spin Off Independent 401(k) Practice
The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/06/24135619/PAPS-062424-AI-in-ERISA-cases-1701425003-web-432x243.jpg)
Plaintiff Lawyers Can Now Use AI To Identify Potential Plan Issues
Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/24134541/PA-052424-PDA-re-proposal-1711505411-web-432x243.jpg)
SEC Considering Modified Version of Much Maligned Predictive Data Analytics Proposal
The regulator’s chair noted that withdrawing the proposal is not under consideration.