Altruist released an AI-powered tax planning tool, sending wealth management stocks into a tumble Tuesday on Wall Street.

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for ...

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

Most plan advisors with whom I talk for this column express a clear preference for the investment management side of the business. Participant education is another preferred area, especially among ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Explore how project management information systems guide each project phase, the tools that support them, and real-world use across industries.

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...