[With the financial services industry rapidly implementing artificial intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If you’ve ever worked with a financial advisor, you may be familiar with ...

Financial modeling predicts a company’s financial performance using historical data. Financial modeling aids in decision-making for budgeting, investing, and valuation. Models can apply to diverse ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

Advanced modeling capabilities take a holistic, 360-degree approach to retirement planning. For example, “If I do ‘x,’ what are the implications to my lifestyle, taxes, investment returns, and family ...

Customer needs and expectations have evolved dramatically in recent years—and they will continue to evolve in the coming decade. Factors including new technologies, economic pressures and the growing ...