CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

A client's tax returns contain troves of useful information about their financial lives, from the obvious (e.g., the amounts and sources of their income, their household members, and their retirement ...

As individuals place greater emphasis on long-term financial planning and tax-efficient savings, digital wealth ...

Find out if Jump is right for your business ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is meant to simplify the process ...

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.