Alera Group has integrated AI-powered planning capabilities from Tifin at Work into its retirement plan services practice. This move is designed to bridge workplace benefits and wealth management effectively. Marc McDonough, CEO of Tifin at Work, stated that this partnership is significant in addressing evolving retirement plan needs while promoting advisor growth. The collaboration marks an important development for the industry, uniting employee benefits with broader wealth management strategies. For further details, the full article is available, albeit paywalled, on ThinkAdvisor.
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