Tag: AI

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism...

Tech and legal firm Darrow uses AI as a tool for ERISA lawsuit allegations such as underperforming plans, excessive fees.

The regulator’s chair noted that withdrawing the proposal is not under consideration.

Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.

Delphia and Global Predictions were fined a combined $400,000 for marketing rule violations related to their use of artificial intelligence.

The advisory created an artificial intelligence-powered version of a retirement plan adviser to show the technology’s potential—while making it clear...

William Birdthistle, the Securities and Exchange Commission’s current director of investment management, told an IAA conference the SEC will continue...

A PensionPro executive explains that while AI will make third-party retirement administrators more efficient and effective, human advisers and administrators...

Many industry leaders in retirement planning have called for a full or partial withdrawal of the proposal.

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.

The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.

A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...

Nobody in the investment advice industry seems to, and few and far between appear to elsewhere.

The feedback period for the SEC proposal on artificial intelligence and conflicts of interest closed today, and the feedback has...

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...

401kAI leverages artificial intelligence to analyze and summarize retirement plans and generate custom pitches, according to the technology firm.

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform...

The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...