Financial institutions rely on web forms to capture their most sensitive customer information, yet these digital intake ...

Anthropic is making its most aggressive push yet into the trillion-dollar financial services industry, unveiling a suite of tools that embed its Claude AI assistant directly into Microsoft Excel and ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

The financial industry is filled with acronyms that can easily overwhelm consumers. The Financial Industry Regulatory Authority, or FINRA, currently lists about 250 professional designations for ...

Elana Duré is a markets writer for Investopedia. She covered shareholder activism as a reporter at Reorg and Activist Insight and her work has been published in The Washington Post, Chicago Tribune, ...

Michelle Cull is a member of CPA Australia, the Financial Advice Association Australia and President Elect of the Academy of Financial Services in the United States. Michelle is an academic member of ...

Splash Financial is an online lending marketplace. It connects you to personal loan lenders and options for refinancing student loans. It works with borrowers nationwide and provides several rate ...

Amid a downbeat economic outlook and sagging consumer confidence, Americans’ views about their personal financial situation have remained relatively stable over the past year. A majority say they’re ...

Editor’s note: This is the first article in a monthly step-by-step guide for getting your financial house in order. Yes, it’s a daunting process, but we’re breaking it down into manageable steps that ...