Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles
When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. ...
Wednesday, May 13, 2026
Tag: Tools
An evolution of tax tools and how agentic AI will shape 2026
The shift from search-and-find to reason-and-act is transforming professional judgment in the tax and accounting world. Highlights Agentic AI will ...
Nvidia executive: The cost of AI tools is ‘far beyond’ the cost of human workers
The recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already ...
Enterprise Content Moves From Tools To Systems: Adobe Summit Takeaways
Enterprise content leaders are under pressure on three fronts. They need faster time to activation as buyer behavior outpaces traditional ...
Essential Business Tools for Startup Growth
Whether you are already running a business or preparing to launch one, building a startup is exciting but scaling it ...
Wealthbox (Finally) Introduces AI Agents To Compete With Standalone Tools (And More Of The Latest In Financial #AdvisorTech – April 2026)
Welcome to the April 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big ...
5 “Invisible” Home Safety Tools on Amazon That Could Save Your Life
Growing older often means valuing independence more than ever—but it also means being realistic about safety risks at home. Many ...
Visa launches new AI tools to manage the charge dispute process
Visa Inc. signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. ...
Visa rolls out six AI tools to cut billions in fraud and dispute costs
Visa, which processes trillions of dollars in electronic transactions each year, has introduced six AI-powered dispute resolution tools to help ...
California Targets AI Hiring Tools With New Rules Requiring Bias Checks and Applicant Disclosure
If you’ve applied for a job recently, there’s a good chance artificial intelligence played a role in deciding whether your ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.