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We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we find inspiration in, of all things,...

Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.

By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by...

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...

The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...