With Endex, you can build a full DCF in Excel, including history, projections, and valuation outputs, producing audit ready ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Learn how independent financial advisors operate.

If your goal is to save for a down payment for a car in 2026, for example, she says the AI tool could help you break that ...

The Intelligence Reuse Index (IRI) measures how much of an institution’s AI capability can be reused safely and repeatedly ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.

Chinese AI startup Zhipu AI aka Z.ai has released its GLM-4.6V series, a new generation of open-source vision-language models (VLMs) optimized for multimodal reasoning, frontend automation, and ...

Model ML Inc., a provider of artificial intelligence software for investment professionals, has raised $75 million in funding to support its growth efforts. The startup disclosed today that investment ...

IntrinsicAlpha is a financial technology company specializing in value-based investment analysis. Through IntrinsicAlpha.com, the company delivers data-driven valuation tools designed to calculate ...

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 ...