Investors Believe AI Will Help Advisors Better Serve Clients: Study
By Michael S. FischerDespite the traction that AI has received, most survey participants say it will never replace human guidance.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 11, 2023
Anna Kooi Helps Life Insurers See (Potential) DeadbeatsKooi's work could show where losses are leaking into the investment portfolios.
May 11, 2023
CANNEX: Immediate Annuity Shoppers Look YoungerThe amount of annual income they're seeking has also changed.
May 11, 2023
Life Policy Buyer Sues Over Age ConflictBMI says the insurer had a duty to check and correct the insured's age.
May 11, 2023
Orion Launches ChatGPT Integration: Tech RoundupAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 11, 2023
HSBC, Scotia Capital Hit With SEC Text Message FinesBoth firms admitted their employees often communicated about securities business using platforms like WhatsApp.
May 11, 2023
CI Financial Sells Stake in U.S. Wealth UnitThe financial firm announced plans last year to take this U.S. division public and still intends to do so in the future, its CEO says.