JPMorgan, Morgan Stanley Face Regulatory Scrutiny Over AI Use
By Melanie WaddellMassachusetts' top securities regulator says he's concerned about "the growing and potentially unchecked use" of AI.
August 03, 2023
Health Ministry Plans Begin to Set Their Own RulesThey're free from ACA requirements, but the GAO found they want to curb bad practices.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 03, 2023
Worried About Medicare Scams: A Medicare QuestionYou can help protect clients from fraudsters.
August 02, 2023
Why 'Buy and Hold' Works Better for Investors: MorningstarInvestors' results typically lag funds' total returns, but clients can take steps to improve their odds, Morningstar says.
August 02, 2023
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really WorkRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
August 02, 2023
3 Ways Advisors Can Get Started With ChatGPTYou can use AI to boost your efficiency while improving your communication with clients.
August 02, 2023
New Bill Would Help Social Security Lump-Sum Recipients Avoid Tax HitThe bill would help SSDI recipients avoid a big tax bill when their benefits start.