The press release highlights that the role of a mortgage broker has evolved from a transaction coordinator to a holistic debt strategist. The RJ Baxter Team emphasizes that securing a home loan is not ...

The robo advisory market offers opportunities through increased digital banking, AI-driven tools, and hybrid models. Key growth areas include personalized financial planning, young investor uptake, ...

A Bay Area woman with a long list of accomplishments in her young life, including being recently named to Forbes' 30 Under 30 list, has created an AI tool to help families do better financial planning ...

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

The number of Certified Financial Planners continues to climb, with a record 107,529 financial professionals holding the credential at the end of 2025, the CFP Board said Thursday. Diversity, however, ...

Meta has now rolled out the "Build Your 2026 Algorithm" feature for Instagram Reels to allow users use it to personalize their feeds. Instagram Reels 'Build Your 2026 Algorithm' Now Live After a test ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...

Elon Musk says social platform X will open-source a new recommendation algorithm within seven days, exposing all code behind organic and ad post suggestions and updating it every four weeks with ...

With fresh data showing RIAs quickly normalizing the tech inside their firms, the Financial Planning Association is rolling out a new resource hub aimed at helping its members move from AI curiosity ...

Musk announced on X that the new algorithm, including all code for recommending organic and advertising posts, will become open source in seven days. This initiative aims to enhance transparency and ...

X may soon provide more insight into how its algorithm works. On Saturday, Elon Musk posted on the platform to say that the company "will make the new X algorithm, including all code used to determine ...