The firm’s latest hire is ranked among Barron’s Top 1,200 Financial Advisors for 2025. This year’s list includes women who are running some of the largest wealth management operations in the country.

Extra money without extra work? These 7 "anti-hustle" strategies pay you for stuff you already have or do anyway.

At 19, he’s living proof that innovation doesn’t wait for degrees, permissions, or perfect timing. Sometimes, change begins ...

Mid-market CFOs caught in a modernization gap, Senate votes to end government shutdown, Starbucks union plans strike.

Compare Excel, Google Sheets, Zoho Sheet, Smartsheet, Airtable, and Rows for AI-powered features, real-time collaboration and ...

Tools like Excel and Google Sheets are ubiquitous these days, and learning how to use them more effectively will quickly enhance your daily work. Alas, spreadsheets aren't always the easiest thing to ...

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 ...

Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30 th, 1985, it’s estimated that Excel’s monthly user-base ...

Despite millions spent on financial software, many finance teams still rely on Excel to close their books and reconcile numbers while preparing them for audit. Two former Microsoft executives view it ...

Gold (GC=F) and crypto are performing very differently in the short term — but one firm says the two could thrive side by side in the years ahead. "There is room for both gold and Bitcoin to coexist ...