Reported 2 days ago
IncomeLab has launched a suite of AI tools intended to assist financial advisors in streamlining the retirement income planning process. The newly introduced AI Plan Builder, AI Interviewer, and AI Assistant aim to reduce manual tasks, enabling advisors to focus more on strategy and client relationships. The tools will be available for free to all users through the end of the year while webinars on their use are scheduled for later this month. In related news, Advyzon is enhancing its financial planning capabilities, F2 has expanded through acquisition, and RedBlack introduced new cash management features.
Source: YAHOO