Tagged: News

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IWI Rolls Out New Courses for Advisors

The Investments & Wealth Institute, a nonprofit financial advisor education and accreditation organization, says it recently launched two short-form learning modules tailored for growth-focused advisors. The first course, dubbed “Visual Insights,” is described by the IWI as a monthly...

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Tractable Partners with Saputo Capital Collision

Saputo Capital Collision will use Tractable’s AI solution to improve the efficiency and experience of the vehicle repair process This application will be primarily used on insurance policyholders, in a joint venture between Saputo...

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Applied Systems Acquires Planck

Strategic acquisition to significantly expand and accelerate the delivery of AI capabilities across Applied’s global product portfolio Mississauga, ON (July 23, 2024) – Applied Systems is pleased to announce that it has acquired Planck,...

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How a Generative AI System Handled a 401(k) Question

Tax Diversification: Having both pre-tax and Roth accounts can provide tax diversification in retirement, giving you flexibility in managing your tax liability. Future Tax Considerations: If you anticipate being in a higher tax bracket during retirement,...

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12 Most Expensive Retirement Towns

Start Slideshow Where people who have retired choose to settle down for the rest of their lives depends on many factors, but for most Americans the chief consideration centers on their financial circumstances. According...