The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Dynasty Financial Partners, an RIA services provider, has formally launched a model portfolio program for its network of independent advisors. Called Model Select, the program offers top-down ...

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 ...

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 ...

The software development world has been transformed by AI-powered coding assistants such as Cursor and Claude Code, which have changed how engineers write and debug code. Processing Content These ...