Building a financial plan without an advisor is increasingly realistic as digital tools replace more Traditional paper-based ...

Now in preview, Copilot Agent Mode for Excel is available to Microsoft 365 holders in Frontier, saving setup time on complex ...

Having the entirety of a client’s assets under management understandably makes a financial advisor’s job much simpler. It’s akin to a chef having all the necessary ingredients at their fingertips. Hey ...

It's no secret that money is emotional. A 2025 Money Study by Wells Fargo found that over half (57%) of Americans sometimes judge themselves based on their money. You're not alone if you want to learn ...

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if they should sell their stock in the software giant Oracle. But the founder of the large ...

Claude for Excel is currently available as a research preview Anthropic says Claude provides full transparency about its actions The company is also adding six new ...

Anthropic's Claude chatbot just got a suite of finance updates. Claude can draft financial reports, access new data, and more. AI is playing an increasingly central role in the financial sector.

Anthropic is making its most aggressive push yet into the trillion-dollar financial services industry, unveiling a suite of tools that embed its Claude AI assistant directly into Microsoft Excel and ...

An Oklahoma financial expert says many families underestimate the importance of creating a will and living trust to protect their assets and avoid costly legal delays. Tracey LaVale, president and CEO ...

PORT ANGELES — Olympic Medical Center is strengthening oversight of its finances and performance through new data dashboards that will track patient volume, staffing and clinical quality as the ...

VISALIA, Calif. (KFSN) -- The Visalia Unified School District is looking to peel back the curtain on how it spends money. Next year, they'll be making it easier for families to see revenue and ...