As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.

Having a budget isn’t a bad thing, nor does it keep the middle class from becoming rich. After all, a budget lets you track your investments, expenses and spending habits. But one area where the rich ...

Informal classes over WhatsApp and Facebook groups are helping freelancers and business owners learn basic AI skills.

The article, Planning a Private Dinner Starts with the Right Restaurant, features insights from Rene Spallina, Dining Expert ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Breaking free requires outside perspective. One of the most valuable ways to fix bottlenecks is through a peer group of ...

You can bring your group chat shenanigans to ChatGPT now. Well, some of you can. OpenAI announced in a company blog post that it's testing out group chats in ChatGPT. You can get as many as 20 people ...

The U.S. Department of Education announced a partnership Wednesday with more than 40 conservative organizations to create programming around civics aimed at the celebration of the 250th anniversary of ...

Anthropic has begun rolling out a small but significant update to Claude. Starting today you can use the chatbot to create and edit Excel spreadsheets, documents, PowerPoint slide decks and PDFs. In ...

Q. I currently keep a static to-do list, and I would like to update it to be more dynamic. Do you have any advice? A. Microsoft Excel is best known for crunching numbers, but it’s also a powerful tool ...