Tag: artificial intelligence

Fintech leaders discussed how artificial intelligence and technology can provide investors with more access to financial planning and personalized advice.

Some barriers persist to providing financial wellness tools to employees, according to speakers at the EBRI-Milken Institute 2025 Retirement Symposium.

The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year.

In the latest edition of Plan Sponsors in Conversation, plan sponsors discussed the ways in which they ‘meet employees where...

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B...

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl...

Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to...

The Department of Labor remains focused on creating a missing participants database, as well as providing guidance on cybersecurity and...

Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...

Malone to lead protected retirement sales at Nationwide; Definiti appoints new sales and ERISA leadership; Principal hires Bender to large...

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of...

The average cost of health care in retirement is nearly triple what Americans estimate.  

The proposal would limit the availability of educational and retirement readiness tools for participants, commenters say.

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

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...

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...

Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...

Users may not be able to rely on artificial intelligence for financial advice yet, but technological developments are already making...

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...