Use ChatGPT 5 to Build Pro-Level Financial Models Without Breaking a Sweat

Build professional financial models in minutes with ChatGPT 5. Automate calculations, adapt in real-time, and save hours of work.
Due on MSN

Financial Advisor Compensation Models: What Consumers Should Know

Financial advisors operate under various compensation structures, each with distinct advantages and disadvantages for the individuals and families who use their services. These payment models can ...
InvestmentNews

Custom models and alternatives are reshaping the advisor toolkit

Cerulli research shows a surge in demand, with RIAs and broker/dealers alike pursuing greater flexibility and tax efficiency.

Would you trust AI for financial advice? That may not be as far off as you think

A recent report from Microsoft listed personal financial advisors as one of the forty job categories most likely to be taken over by AI. Still, Anna Joo Fee, founder and CEO of GoodFin, told CNBC that ...
Forbes

Using Financial Modeling To Find Out If You Should Work Another Year

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If you’ve ever worked with a financial advisor, you may be familiar with ...
The Next Platform

Where Financial Models Meet Large Language Models

If you are a Global 20,000 company and you want to build a large language model that is specifically tuned to your business, the first thing you need is a corpus of your own textual data on which to ...
Geeky Gadgets

BloombergGPT 50 Billion parameter financial language AI model

Earlier this year Bloomberg a leading global provider of financial news and information unveiled it’s new financial language model in the form of the aptly named BloombergGPT. A 50 billion ...

How Intuit built custom financial LLMs that cut latency 50% while boosting accuracy—and what enterprise AI teams can learn

Intuit has been on a multi-year journey building its Generative AI Operating System (GenOS) to power AI agents across its platforms which include TurboTax, QuickBooks, Credit Karma and Mailchimp. The ...
TechCrunch

Build a bottom-up financial model to show potential investors you’re serious

Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...
Kiplinger

How to Create a 'Three-Statement Projection Model' for a Company

Projecting the three statements in a financial model is crucial for several reasons, such as preparing a comprehensive financial forecast for a company to assess expected financial performance, ...