F rom creative professions to the tech sector, AI is shaking up industries and daily workflows. And it's coming for the financial services industry next—whether investors are ready or not.

Adaptive financial planning emphasizes agility and responsiveness, enabling practitioners to adjust strategies in the moment ...

Artificial Intelligence (AI) is set to play a pivotal role in the future of financial planning. As technology continues to ...

(Andrea Sorenson (YMCA) at Planful Perform '24) Is there such a thing as modern financial planning? If so, how would we define it? Characteristics that come to mind for me include: real-time, ...

One favorite software program for financial planning and analysis, especially for startups and new businesses, is LivePlan.

SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.

There is a growing need for special needs financial planning and the child should be “central” to the process, according to PlanIt Future director Rhiannon Gogh.

Everton find themselves in the familiar position of having to unearth loans and free transfers to strengthen their squad for ...

Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances on Your Money Matters. In ...

In 2011, he chose to team up with his father in financial services, and he eventually took over the practice after his father’s retirement. Today, one of the Panagos' daughters is joining his firm ...

The community nominated and voted for the 2024 Omaha's Choice Awards, and we listened. These are the winners and favorites the community selec… ...