CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

The reality about the financial advice industry today is that personalized, comprehensive advice is expensive. Per the most recent 2024 Kitces Research on Productivity, a client can expect to pay at ...

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 ...

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.

Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.

Artificial intelligence is now reshaping FP&A. It is moving finance from reactive reporting to proactive, intelligence-driven ...

It’s early days in the era of generative artificial intelligence—early enough that most people are still figuring out what it’s good for and how to use it. So the time seems right for a guide to how ...

Artificial intelligence is rapidly reshaping the financial planning landscape, promising both sweeping efficiencies and new challenges for advisors and their clients. That, in a nutshell, was the ...

Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." ...

2025 proved to be a watershed year for artificial intelligence in the wealth management industry. On the upside, AI-powered prospecting and note-taking were among the first areas where many advisors ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...