As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement. In a bid to reframe how Americans ...
To make retirement income planning and execution more accessible, retirement industry veterans Tamiko Toland and Michael Finke are partnering on a new venture called IncomePath. The tool will create a ...
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