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

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

From mapping out routes to finding the best accommodations and attractions, planning a road trip often requires hours of research and meticulous organization. What should be an exciting time can ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Project management is a simple concept but in practice, it’s a chaotic timeline twisted up with a thousand different priorities. You need to manage your team’s needs, project tasks and deadlines, all ...

And while the use of these applications has grown exponentially, some advisors and attorneys say caution is warranted. Estate planning is becoming an increasingly important part of general service ...