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

Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders. With over ...

As individuals place greater emphasis on long-term financial planning and tax-efficient savings, digital wealth ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Besides a number of helpful FAQ's about money topics, the site includes "Ask The Money Doctor," anonline resource for consumers who are looking for guidance about personal financial matters. Qualified ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...