Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence.
SEI has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates, innovates, and delivers value to clients—reinforcing the company’s commitment to sustainable growth.