4+ day, 10+ hour ago   (165+ words) Altruist adds financial planning to Hazel; Affiliated Advisors launches initiative with FINNY; and Archive Intel partners with Zocks for AI reviews. Hazel and the new agent are available to firms regardless of whether they custody assets with Altruist. Hazel builds…...

1+ week, 5+ day ago   (211+ words) Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI. Ai Global Solutions, a provider of artificial-intelligence-driven business solutions, launched its financial services practice. Drawing on AiGS’ more than 20 years of experience…...

2+ week, 4+ day ago   (631+ words) Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers. Digital tools are becoming a bigger part of the financial advice and wellness landscape, but new research suggests they may…...

2+ week, 4+ day ago   (290+ words) The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements. The American Society of Pension Professionals and Actuaries announced a new credential intended to help retirement plan professionals support the…...

2+ week, 5+ day ago   (403+ words) Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more. Boosted.ai, an agentic artificial intelligence tool for investment management, released Alfa Prime, a multi-model AI “investment committee” that…...

3+ week, 1+ day ago   (466+ words) Marsh names Thomas Cannataro as U.S. wealth management leader; Citi Wealth hires Alex Kokolis as head of investments platform experience; Kestra Financial appoints Kelly Apple head of wealth management; and more. Marsh LLC announced that Thomas Cannataro joined Mercer as its…...

3+ week, 2+ day ago   (807+ words) Addition Wealth found that 21% of survey respondents used artificial intelligence for financial decisions, and 14% fully trusted the technology. Most U.S. adults are using artificial intelligence regularly or occasionally in their daily lives, but far fewer trust the technology when making financial…...

3+ week, 5+ day ago   (239+ words) SEI partners with Zocks; Mili, Holistiplan collaborate on AI-powered tax planning; Schwab Advisor Center Incorporates Zeplyn AI System; and more. As part of the relationship, SEI and Zocks will collaborate on adviser education, thought leadership, webinars, adoption resources and practice…...

4+ week, 1+ day ago   (157+ words) Advisory firms incorporating artificial intelligence in most core workflows reported higher productivity and staff retention, but advisers shared mixed opinions on efficacy. As financial advisory firms expand their use of artificial intelligence, early adopters are reporting gains in profitability, client…...

4+ week, 2+ day ago   (178+ words) The firm announced new leadership responsibilities for its heads of artificial intelligence across its investment, distribution and risk functions. T. Rowe Price Group Inc. announced today the expansion of various artificial intelligence teams and leadership roles. Within its investments business, T. Rowe…...