Altruist has launched artificial intelligence-powered tax planning within Hazel, its AI platform, enabling advisors to create personalized tax strategies by analyzing clients’ 1040s, pay stubs, ...

This semester, Path@Penn released a new function that allows students to organize potential courses across future semesters. Students can access the Path Plans tool by selecting the “Primary Plan” ...

Xero is an excellent accounting platform for small businesses. It boasts some impressive core accounting and planning features, as well as a massive library of available third-party integrations, and ...

Employers may hesitate to add automated features to retirement plans due to costs, but Principal and other experts warn that the costs of not using auto-enrollment and auto-escalation could be greater ...

Are you looking for a productivity tool that combines innovative technology with practical features? BeforeSunset AI offers a solution tailored for remote workers, freelancers, and busy professionals.

Whether you're planning for retirement or seeking immediate income, Leverage Planning provides access to a diverse marketplace of top-rated insurance carriers and annuity solutions. To grasp its core ...