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Social media marketing plan template for financial advisors
Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...
Last year, it emerged that Health New Zealand used an Excel spreadsheet as its "primary data file" for managing and analysing ...
The Saudi Central Bank is spearheading a comprehensive regulatory and technical initiative to transform the Kingdom’s digital ...
According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...
Simply sign up to the War in Ukraine myFT Digest -- delivered directly to your inbox. Ukraine would join the EU next year under a proposal backed by Brussels in negotiations to end Russia’s war, a ...
I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...
Microsoft announced new agents for Word, Excel, and PowerPoint. They can help to shrink the gap between ideation and production. Other Copilot updates include an expanded Voice mode. In the era of AI ...
Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...
Anthropic's Claude chatbot just got a suite of finance updates. Claude can draft financial reports, access new data, and more. AI is playing an increasingly central role in the financial sector.
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 ...
What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...
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