This paper introduces a novel AI-enhanced retirement planning platform that integrates behavioral economics principles with advanced machine learning techniques to optimize financial decision-making.

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale ...

ANN ARBOR, Mich. – Resurrecting the Prelude is a loaded proposition. It’s a heady name that carries the weight of history and expectations of a fan base that has specific needs. After a ...