Financial

Recent developments in European Consumer Law: Artificial intelligence in financial services – Go Health Pro

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Today, Finance Watch, a non-profit association dedicated to reforming finance in the interest of European citizens, published a ground-breaking report: ‘Artificial intelligence in finance: how to trust a black box?‘ authored by its Chief Economist Thierry Philipponnat. As AI-powered systems increasingly drive financial decision-making in areas such as credit assessments, insurance pricing and investment products, … Read more

Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Morningstar Office will be shutting down in … Read more

Weekend Reading For Financial Planners (March 1–2) – Go Health Pro

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Weekend Reading For Financial Planners (March 1–2) – Go Health Pro

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools. The guide notes the promise of AI-powered tools for a variety of functions, including generating meeting … Read more

Weekend Reading For Financial Planners (February 22–23) – Go Health Pro

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Weekend Reading For Financial Planners (February 22–23) – Go Health Pro

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study by Cerulli Associates finds that while financial planning clients (particularly high-net-worth clients) are overwhelmingly satisfied with their advisors, many advisors face client acquisition challenges despite investors being increasingly willing to pay for … Read more

iA Financial reports record core earnings in 2024, plans growth strategy update – Go Health Pro

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iA Financial reports record core earnings in 2024, plans growth strategy update – Go Health Pro

iA Financial Group reported core earnings of $3.04 per diluted share in the fourth quarter of 2024, a 30% increase from a year ago.   For the full year, core earnings exceeded $1 billion, reaching $1.07 billion. Core EPS was $11.16, reflecting a 20% increase from 2023.  Denis Ricard (pictured), president and chief executive officer of … Read more

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