Financial Planning

Advisors still in 'collective dabbler' stage of AI adoption: Kitces

During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at ...
AccountingWEB

Think before you click: Smarter tech adoption in the AI accounting age

Over the past few months, I’ve written about practical uses of artificial intelligence (AI) in tax and accounting, from engagement letters [1] to ...