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 ...

New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to ...

For finance professionals, balancing the increasing demand for personalized guidance with the efficiency of digital tools and automation presents an interesting challenge. Clients want human insight, ...

How digital tools and apps help you track spending, save automatically, and make smarter financial decisions with ease.

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” ...

At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide investors with increased access to financial ...

As advisors strive to optimize and reevaluate their marketing budgets, firms are responding with new digital tools and platforms to meet their needs. Last week, San Diego-based LPL Financial ...

If you’re looking for ways to track your retirement savings and financially map out your golden years, there are many digital tools available to help you. Some are free, while others require a ...

HOUSTON--(BUSINESS WIRE)--Corebridge Financial has launched the next generation of its retirement plan digital experience, designed to provide retirement savers clear and simple information, ...

Those of us who’ve spent many years working remotely have daydreamed more than a few times about working from a beachside cafe while managing clients. It sounds idyllic until tax season comes along.

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.