4+ day, 20+ hour ago   (130+ words) Among the report’s most notable findings: Employers are preparing for a future in which AI plays a larger role in how work is performed and decisions are made. While 71% of employers have either fully operationalized AI or implemented it in…...

1+ week, 6+ day ago   (1570+ words) A client’s financial life can change in a moment. A job offer arrives. A parent’s health declines. A business partner decides to leave. A child is born. A market decline creates fear. A longtime employee becomes essential to…...

2+ week, 23+ hour ago   (377+ words) Still, many finance organizations have yet to satisfactorily connect AI investments to measurable business outcomes. Current use cases remain concentrated in core finance activities such as financial forecasting, risk assessment and management, and process automation. This highlights a longer-term need…...

2+ week, 23+ hour ago   (377+ words) lifehealth.com Advisors Want Practical Support, Not Just Product Access Cerulli finds asset managers can differentiate by aligning value-added resources with advisors’ most pressing client-facing needs August 27, 2026, BOSTON—Competitive advantage in asset manager distribution increasingly depends less on product access…...

2+ week, 1+ day ago   (182+ words) VALLEY FORGE, Pa., Aug. 26, 2026 /PRNewswire/ — Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist. Altruist combines a purpose-built platform,…...