AI is being sold as the magic tool to find wealthy clients. But top advisors aren't convinced. They say AI can find names and numbers, but that's just the start. The real challenge is getting these busy, wealthy people to trust you. Matthew Fleissig, CEO of Pathstone, knows this well. He manages $1
Audit committees are stepping up their game. With risks growing faster than ever, these groups are becoming more important. They are the ones making sure companies stay on track. The Institute of Internal Auditors (IIA) just launched a new center to help them. It offers tools, training, and support
OneStream, a finance software company, is making a major shift. It's going private in a deal worth $6. 4 billion. The company's CEO, Tom Shea, sees this as a way to speed up their plans for AI in finance. He believes the next few years will be crucial in defining AI's role in this field. The deal i
Vanguard, a major player in the investment world, is diving headfirst into AI to keep up with its massive client base. With nearly $12 trillion in assets under management, the company is testing AI tools to enhance client interactions and streamline operations. One of their recent projects is an AI
In 2026, AI will be more than just a buzzword for finance leaders. It will be a key player in how businesses operate, make decisions, and manage risks. The focus will shift from experimenting with AI to using it in real-world situations. This means AI will be used to plan, serve customers, and manag
AI is making big waves in finance, and CFOs are taking notice. With investments in generative AI expected to hit $644 billion globally by 2025, it's clear that this technology is here to stay. But how can finance teams use AI to their advantage? One company, Trintech, is using AI as a training part
Finance teams have been doing things the old way for too long. They spend hours on spreadsheets and manual data entry. This makes it hard for them to focus on bigger picture stuff, like guiding the company's strategy. The problem? The tools and skills needed to make this shift were often too expensi
Small businesses often struggle to get loans from traditional banks. Banks want collateral, a long track record, and high credit scores. Many small businesses can't meet these requirements. This leaves them with limited options, like using personal credit cards or borrowing from friends and family.
Ever wondered how to make sense of the stock market without spending hours glued to charts and data? Google Finance has rolled out some cool AI features to help you out. These tools can quickly analyze stocks and give you insights that used to take forever to figure out. There are two main ways to
In the next five years, finance jobs might look very different. AI is changing the game, and bosses need to step up. Right now, eight big changes are coming. These include new tech, different ways of working, and new rules. AI is the biggest one. By 2030, many apps will have AI that can make decisio
