Eight personal finance fintechs made the list this year, as startups moved beyond digital banks to creative niche solutions, ...

Some personal finance packages come with free support, while others have it as part of a paid-for plan. How much help you will need depends on your confidence with the software. Remember ...

Gradually Integrate AI Without Compromising Client Cadences Integrating AI in financial planning offers exciting opportunities, but it's important to introduce it gradually. A measured approach ...

Quicken Simplifi offers one of the easiest and most affordable ways to stay on top of personal finances. It boasts an excellent interface, comes chick full of powerful tools for managing money and the ...

AI, it's adventure time. For ChatGPT to give good savings recommendations, you need to feed it as much context as possible, ...

The Mint budgeting app, which used to make our best list, shut down on March 23, 2024. Mint encouraged users to migrate their ...

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Keep in mind that Privacy cards don't have the same protections as credit cards. They work like debit cards. So, if you give ...

Raging Bull Awards ceremony, the “Oscars” of the investment industry, takes place on Monday, February 17, at the Cape Town ...

The Importance of Personal Finance Personal finance is about meeting your personal financial goals. These goals could be anything—having enough for short-term financial needs, planning for ...

Brex provides an overview of seven different types of business credit cards available today, including their essential ...