More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice. Wealth management leaders told CNBC that it helps clients have deeper conversations with their advisors but ...

A new report from the large consulting and accounting firm suggests that financial advisors will need to find new ways to differentiate themselves as investment advice becomes commoditized. The best ...

LONDON — Top-end luxury customers can have it all — but now they want more. According to new research by Team One, there has been a fundamental shift in how “affluents” define a life well-lived.

Kenon Holdings Ltd. (NYSE: KEN; TASE: KEN) reported stronger second-quarter 2025 results as its subsidiary OPC Energy lifted adjusted EBITDA to $90 million, up from $66 million a year earlier, while ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

NEW YORK, May 5 (Reuters) - JPMorgan Chase's (JPM.N), opens new tab artificial-intelligence tools enabled it to boost sales to wealthy clients and manage scores of requests from worried customers even ...

Artificial intelligence (AI) makes a foray into the test and measurement world. An AI assistant trained across the NI software suite and built on Emerson’s secure cloud network can analyze code, offer ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

Microsoft is announcing some new hardware today, but it’s a bit different from a typical Surface device. The Windows 365 Link, which launches in April for $349, is a mini desktop PC that exists ...

Forbes contributors publish independent expert analyses and insights. Sho Dewan is a career expert who covers work, top jobs, and business. Starting something new often brings a mix of excitement and ...