Group 1: Income Lab's AI Tools - Income Lab announced a suite of AI tools designed to assist advisors in retirement income planning, including AI Plan Builder, AI Interviewer, and AI Assistant [1][2] - The AI tools aim to reduce manual processes, allowing advisors to focus more on strategy and client relationships [2] - The AI Interviewer captures key financial information from clients through a series of questions, while the AI Plan Builder automates data entry by processing unstructured data from various sources [3] - The AI Assistant provides support to advisors by answering questions and assisting with software training [4] - The AI tools are available as a free tech preview for all Income Lab users until the end of the year, with a webinar scheduled for October 28 [5] Group 2: Advyzon's Financial Planning Initiatives - Advyzon is enhancing its financial planning capabilities by developing new tools and has appointed industry veterans Kevin Hughes and Tony Leal to lead these efforts [6] - The upcoming planning tools will integrate goal-based investing and cash flow planning features into the Advyzon platform [7] - Advyzon plans to launch these new tools in 2026, following the recent introduction of its Sphere platform for managed portfolios [7]