AI Meets Retirement: How Newfront is Mining 5500s, Leveraging Chatbots
The tech-focused advisory recently brought its AI-driven benefit solutions to Congress. This fall, it will be using AI capabilities to...
Tag: AI
The PLANADVISER Interview: Tina Anstett, Senior ERISA Counsel, Smart
A senior counsel who consults on ERISA fiduciary issues and IRS and DOL audits discusses the state of artificial intelligence...
Investment Service and Product Launches
Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
Investment Product and Service Launches
FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...
What Can AI Do for the Retirement Plan Industry?
Three different chatbots serve as examples of how AI technology can streamline multiple parts of the business.
ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average
University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.
Morningstar Introduces AI Adviser to Aid Evolving Investors
Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
Investment Product and Service Launches
Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.
Blockchain and AI’s Role in Retirement Planning
Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope...
AI Being Used in the Retirement Planning Industry
Chatbots, automated voice services, smart CRM systems and data mining are the main ways that retirement plan advisers today are using artificial intelligence.
Successful Advisers Are Able to Spot Emerging Trends
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
Research
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience
Redtail Technology Adds AI to CRM System
The system analyzes emails, notes and text messages to predict client needs.
Trendspotting
The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Advisers Believe AI Will Create Competitive Advantage
They plan on using it to better understand clients’ needs.
