Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or ...

Todd Bryant, CFP®, ChFC®, CLU®, AIF®, reveals how authentic stories—not just numbers—create lasting connections and trust ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens offinancial advisorsin that time, but I’m a little ashamed to admit that I’d never actually talked to one about my own ...

Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated ...

Google's Gemini gave me similar savings advice as my financial planner - but here's why I don't plan on getting rid of my human adviser anytime soon When I logged onto Zoom (ZM) for my first-ever ...

To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

One of the best ways to ensure your clients are confident in the new year is to take stock of their financial health. Year-end checkups serve as a checkpoint in client’s progress toward their goals ...

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. The round was led by Leo Capital, with additional investing from early-stage venture firm ...

When I logged onto Zoom for my first-ever session with a professional financial planner, I noticed there was a third user on the call: a meeting notetaker powered by artificial intelligence. As ...