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 ...
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 ...
Geeky Gadgets

Learn Excel Financial Modeling Essentials

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...
The Harvard Crimson

Financial Modeling Education

The Financial Modeling Mastery Program is designed to teach real-life Financial Models for aspiring and current FP&A and Private Equity Professionals. Broken down in a logical progression from ...

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 ...
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, ...
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 ...
business.rutgers

Financial Modeling Accelerator a highlight for graduating senior

The Rutgers Wall Street Financial Modeling Accelerator stands out as a highlight for Suvrat Dwivedi, a graduating senior at Rutgers Business School-Newark. The program is designed to give selected ...