5+ day, 12+ hour ago   (165+ words) Altruist adds financial planning to Hazel; Affiliated Advisors launches initiative with FINNY; and Archive Intel partners with Zocks for AI reviews. Hazel and the new agent are available to firms regardless of whether they custody assets with Altruist. Hazel builds…...

1+ week, 6+ day ago   (211+ words) Ai Global Solutions adds financial services practice; Practifi launches Sentir CRM; and Security Risk Advisors releases ScalrCALR AI. Ai Global Solutions, a provider of artificial-intelligence-driven business solutions, launched its financial services practice. Drawing on AiGS’ more than 20 years of experience…...

2+ week, 5+ day ago   (631+ words) Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers. Digital tools are becoming a bigger part of the financial advice and wellness landscape, but new research suggests they may…...

2+ week, 5+ day ago   (290+ words) The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements. The American Society of Pension Professionals and Actuaries announced a new credential intended to help retirement plan professionals support the…...

2+ week, 6+ day ago   (403+ words) Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more. Boosted.ai, an agentic artificial intelligence tool for investment management, released Alfa Prime, a multi-model AI “investment committee” that…...

3+ week, 2+ day ago   (466+ words) Marsh names Thomas Cannataro as U.S. wealth management leader; Citi Wealth hires Alex Kokolis as head of investments platform experience; Kestra Financial appoints Kelly Apple head of wealth management; and more. Marsh LLC announced that Thomas Cannataro joined Mercer as its…...

3+ week, 3+ day ago   (807+ words) Addition Wealth found that 21% of survey respondents used artificial intelligence for financial decisions, and 14% fully trusted the technology. Most U.S. adults are using artificial intelligence regularly or occasionally in their daily lives, but far fewer trust the technology when making financial…...

3+ week, 6+ day ago   (239+ words) SEI partners with Zocks; Mili, Holistiplan collaborate on AI-powered tax planning; Schwab Advisor Center Incorporates Zeplyn AI System; and more. As part of the relationship, SEI and Zocks will collaborate on adviser education, thought leadership, webinars, adoption resources and practice…...