Bank of America's 18,000 financial advisors just got a new AI tool as the company posts a record quarter [Fortune]
Corebridge Financial Inc. (CRBG)
Company Research
Source: Fortune
Recommended Video The bank reported on Wednesday that Q1 2026 net income was $8.6 billion, with earnings per share up 25% to $1.11, which is the highest level in almost 20 years. On a media call, Borthwick pointed to AI as an increasingly important driver, highlighting a new internal tool for financial advisors. The Meeting Journey tool helps advisors prepare for client meetings by pulling together key information. BofA has about 18,000 financial advisors across its wealth management platform, serving millions of clients, he said. Before meeting with a client, advisors regularly need to update themselves with a wide range of information such as client history, recent activity, and CIO guidance, he explained. The tool searches and consolidates client relationship insights and recent activity into ready-to-use prep materials and, with client consent, acts as an AI notetaker during virtual meetings. It also summarizes meeting decisions and next steps based on those notes. The goal
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CRBG
News
- Is Corebridge Financial (CRBG) Still Attractive After Recent Share Price Strength? [Yahoo! Finance]Yahoo! Finance
- Corebridge Financial Elects Hirotaka Inoue to Board of DirectorsBusiness Wire
- Corebridge Financial Names Christopher Filiaggi as Interim Chief Financial OfficerBusiness Wire
- Corebridge Financial (CRBG) had its price target lowered by Bank of America Corporation from $42.00 to $40.00. They now have a "buy" rating on the stock.MarketBeat
- Corebridge Financial (CRBG) had its price target lowered by Mizuho from $39.00 to $31.00. They now have an "outperform" rating on the stock.MarketBeat
CRBG
Earnings
- 2/9/26 - Beat
CRBG
Sec Filings
- 4/17/26 - Form SCHEDULE
- 4/17/26 - Form 8-K
- 4/16/26 - Form 8-K
- CRBG's page on the SEC website