Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

If there’s a conversation about baseball, the New York Yankees are quick to be mentioned. When the topic is financial planning, similar logic applies to Michael Kitces—a name that’s quick to bubble to ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

Researchers at MIT say it's possible to train AI to be a reliable financial advisor. But it would need to be able to understand emotions to build trust with users. This article is part of "Build IT," ...

Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their new advice business Financial Wellbeing. Financial Wellbeing would offer solutions for ...