Jump reports a significant rise in AI use among financial advisors, enhancing client experiences by saving time on admin ...

There are many free and paid digital tools available to help you track retirement savings and budget for the future. Retirement planning tools vary in complexity, with some offering a simple overview ...

In our increasingly digital world, managing personal finances has evolved from the traditional paper-and-pencil methods to a more streamlined, tech-driven approach. This shift has made it possible to ...

Would you be shocked to learn that the average employee is only productive for two hours and 53 minutes per day? It’s no wonder that one of the most common self-reflective questions is, “How can I be ...

Small businesses often use a variety of tools and techniques for measuring performance and forecasting future financial returns. Financial forecasting is the business function responsible for ...

Financial statements are essential tools used to analyze a company's performance. Management utilizes several techniques to determine a company's financial condition and make decisions regarding ...

Target-date funds are the unsung heroes of retirement investing. With a little help they could be even better. The target-date retirement fund is one of the best financial tools invented in the past ...

Despite spending trillions of dollars per year on commercial services, middle market companies are often overlooked by financial providers. Technology can change all that. Over the last 20 years, ...

In a 2019 survey, 85% of respondents said they would consider a financial advisor’s communication style when deciding whether to retain their services or not. What client communication tools for ...

FNB trials AI tools for financial advisors By Sibahle Malinga, ITWeb senior news journalist.Johannesburg, 02 Jun 2026Keshani Ganasen, integrated advice CEO at FNB. First National Bank (FNB) is using ...