4 ways to streamline your financial life in 2026

Keeping track of your financial life is important, but it can easily start to feel like a lot of upkeep. There is your budget ...
Financial Planning

Goosing productivity, saving time — AI advice from industry leaders

Shell Black, far left, moderated an ADVISE AI session on streamlining advisor productivity, featuring (from left to right) Michelle Feinstein of Salesforce, Amanda Lott of JPMorgan and Samuel Deane of ...
Traders Magazine

AI is Streamlining Financial Operations and Reducing Errors

The financial industry is undergoing a major transformation, led by the adoption of agentic workflows—AI-driven systems designed to enhance efficiency, precision, and decision-making in global markets ...
The Financial

Why Streamlining Asset Tracking Is the Key to Operational & Financial Success

Businesses across industries face mounting pressure to maximize efficiency, reduce costs, and maintain tight control over their resources. One critical yet often overlooked area that can significantly ...
Morningstar

The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

NASHVILLE, Tenn., Sept. 10, 2025 /PRNewswire/ -- The Pacific Financial Group, Inc. (TPFG) is proud to announce it has been named a winner of the 2025 Celent Model Wealth Manager Award in the category ...
Morningstar

FP Alpha Announces Key Integration with eMoney; Streamlining Estate and Tax Planning for Financial Advisors

NEW YORK, Nov. 18, 2025 /PRNewswire/ --FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, today announced the successful integration of its platform with eMoney ...