Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and ...

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” ...

The tool is designed to help agents walk homebuyers and sellers through common financial questions on affordability and more.

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 ...

You can use a program like ChatGPT to help legally reduce your income enough to qualify for the ACA and to create a plan to ...

The launch of ChatGPT led to a wave of democratization that's made artificial intelligence (AI) useful in everyday life. It's no longer an esoteric technology that interests only nerds. Now, people ...

A holistic financial plan goes beyond—here’s how to approach it.

It’s 2026, and it’s time to level up your practice. Thanks to online software and artificial intelligence, there have never ...