In this video, learn how to create a cohort analysis in Excel, a model designed to analyze customer retention and understand ...

OpenAI has launched GPT-5.4, its first model with native computer-use capabilities, alongside financial plugins for Microsoft ...

The big headlines on this release are efficiency, with OpenAI reporting that GPT-5.4 uses far fewer tokens (47% fewer on some ...

AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be ...

Rounding out the roadmap preview, Conquest is making its planning engine available via a Model Context Protocol (MCP) server to enable external AI agents, whether built by Conquest customers or third ...

BY Shaurya Mehta For years, finance has depended on manual processes that require significant coordination and have seen ...

New approach shifts planning from reactive processes to AI-driven decision intelligence ANTWERPEN, BE / ACCESS Newswire ...

If future financial planning sends you into a mini panic attack, you’re not alone. According to a 2023 analysis by the National Institute on Retirement Security (NIRS), Gen Xers, who are starting to ...

Lily Vittayarukskul, a Bay Area woman recently named to Forbes' 30 Under 30 list, is now using her AI platform Waterlily to help families do better financial planning. Sooji Nam reports. Rock the ...

More people are turning to chatbots for advice, inquiring about high-stakes decisions such as saving for retirement — even if they eventually turn to a human. By Kailyn Rhone Caitlyn Yingling had a ...