Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

In an era where customer expectations are higher than ever, integrating artificial intelligence (AI) into client relationships has become a game-changer. AI can significantly enhance client ...

Amy Young, formerly of Microsoft, speaks on Tuesday, Oct. 28, at the ADVISE AI conference at the Wynn Las Vegas. Now, agentic AI can take on multiple layers of complexity, not just to perform a single ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Feel like you don’t know how to set yourself apart and go high-end? Here’s a three-step process you can use to get exceptional results. 1. Elevate the quality of clients you attract 2. Value your ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...