-
“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.
July 17 -
“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.
December 17 -
The startup plans to double its team and expand its services to more clients.
March 13 -
Technological advancements are helping to empower employees, and wealth management firms will need to shift their cultures to continue to attract the best workers.
November 14SEI Investments -
A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.
February 13 -
Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.
November 6Financial Planning -
Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.
October 18 -
Oct. 16: Analysts say new products filling the void may reverse the trend.
October 16 -
Bad behavior on the part of humans could open opportunities for artificial intelligence to act as risk management checks in financial firms.
September 21 -
There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.
August 18