Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Back in 2012, Ladders released a now well-known study of how much time recruiters spent looking at resumes, both in hard-copy and online formats. Using eye-tracking technology, they found that ...

The enthusiasm surrounding AI often leads to its misapplication. It is crucial to understand that not every task is a viable ...

Opinions expressed by Entrepreneur contributors are their own. Social media is no longer solely about keeping in touch with family members and friends. Every online coach and business owner that you ...

Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...

Exchange-traded funds (ETFs) have evolved from niche investment vehicles into mainstream retirement planning tools. While their accessibility makes them appealing for long-term goals, successful ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

A version of this article was published on March 16, 2020. There is nothing pleasant about the current stock market declines. At the same time, even as clients are experiencing a sea of red in their ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...