Tagged: News

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LPL Puts AI Center Stage at Yearly Event

At the start of its yearly conference, LPL Financial executives are emphasizing the growing role of artificial intelligence and their optimistic outlook for the advice business.  “As we look forward together, we are bullish...

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ZestyAI Named Top 50 InsurTech Leader by CB Insights

Prestigious Insurtech 50 list recognizes ZestyAI as a leader in climate and property risk analytics solutions San Francisco, CA (Aug. 3, 2023) – ZestyAI, the leading provider of climate and property risk intelligence powered...

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CI’s Private Wealth Unit Has a New Name

What You Need to Know CI Private Wealth changed its U.S. brand name to Corient, derived from client oriented. The change received a positive reaction from some members of the financial services industry. CI’s...