Orion Launches ChatGPT Integration: Tech Roundup
By Jeff BermanAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 10, 2023
Edward Jones Advisor Headcount Ticks UpThe firm added 78 advisors from a year earlier and said it will hire 1,500 by Dec. 31.
May 10, 2023
Federal Panel Hears Medicare Dementia Benefits Overhaul PlanMedicare could end up using a UCLA program as a model.
May 10, 2023
Social Security COLA Estimated at 3.1% for 2024The estimate reflects a 4.9% jump in prices in April from a year ago, according to The Senior Citizens League.
May 09, 2023
U.S. Life Insurers' Mortgage Exposure Continues to GrowBonds accounted for less of the filling inside your clients' life insurance policies and annuities.
May 09, 2023
Riskalyze Changes Its NameThe fintech firm says it's rebranded to "reflect its evolution into an advisory firm growth platform."
May 09, 2023
SEC Custody Rule Plan Would Hurt Annuity Access: IRIThe trade group wants the SEC to add an exception to allow insurers to act in lieu of qualified custodians.
May 09, 2023
White House, McCarthy Disavow Short-Term Debt-Limit ExtensionTreasury Secretary Janet Yellen says the U.S. could exhaust its ability to meet its obligations by June 1.