Tag: artificial intelligence

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...

Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.

The new service uses machine learning to provide employees with guidance that can help build short-term financial resiliency while also...

It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’ 

The company says the solution completely automates the entire HSA process from start to finish, so there is no time-consuming...

Dream Forward’s AI chatbox uses conversational interaction to address participants’ retirement plan and financial wellness questions.

Those surveyed said if they were to trust an online or mobile app, it first would need to be easy...