Why Some Financial Firms Are Wary of AI
By Michael S. FischerCompanies face hurdles in using generative artificial intelligence, according to a recent EY survey.
December 12, 2023
BD, Insurer Groups Blast Fiduciary Plan at DOL HearingLabor's rule "is overly broad, unnecessary, and inconsistent with existing federal regulations," says a SIFMA lawyer.
December 12, 2023
House Votes 320-71 for Health Transparency BillRep. Cathy McMorris Rodgers' committee has just approved a package of other health bills.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 12, 2023
9 Reasons Older, Wealthy People Want to Make Younger FriendsFor your business, you can — and should — connect with people who are about the same age as your grandparents.
December 12, 2023
Maximizing Success in 2024 with Policy Appraisals and Life SettlementsThe old calendar is running out. The new calendar is full of appointment slots.
December 12, 2023
Harnessing AI in AnnuitiesIf ChatGPT can write a joke, it can help you explain an annuity.









