Top Retirement Trends Stories
Morningstar launches new AI assistant for their advisor platform
By Dinah Wisenberg BrinThe technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.
News and analysis about trends that affect retirement advisors include the changing workforce demographic, the public's awareness of fiduciary duty, the retirement crisis, the move to MEPs, and the use of robo-advisors. Experts in finance, aging, demographics and retirement policy as well as technology and social media help to round out news you can use about the trends affecting the retirement industry.
The technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.