Meta's WhatsApp Is Adding a New AI Assistant for Businesses
By Aisha CountsNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 06, 2024
SEC Hit With Lawsuit Over Texting SweepA trade group says the SEC was unclear on how penalties were calculated and why it targeted certain firms.
June 06, 2024
MassMutual CEO Aims for Bigger Role in AnnuitiesThe CEOs of CNO and Brookfield Re also came to S&P's insurance conference to talk strategy.
June 06, 2024
Mutual of America Names Brian Severin PresidentJohn Greed will continue to be the chairman and CEO.
June 06, 2024
Citizens CEO Plots a Continued Expansion of Wealth BusinessesSince last year, the bank has hired some 220 private bank employees and Morgan Stanley wealth veteran Paul Casey.
June 05, 2024
Laura Lutton to Head Morningstar Manager ResearchThe 25-year veteran of the investment research firm will replace Lee Davidson in the position.
June 05, 2024
5 Services Ultra-Wealthy Clients WantThere are steps advisors can take to move their offerings upscale, Capgemini reports.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.