For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

The traits that make a money management firm stand out in a crowded industry are various and sundry. They can range from excellent company leadership and employee benefits to unusual perks like ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Goldman Sachs will make an investment into Excel that will make it a majority stakeholder, according to one person briefed on the deal. Michael M. Santiago / Getty Images Goldman Sachs has taken an ...

Goldman Sachs is entering into the sports agency space with an investment into N.Y.-based Excel Sports Management. The deal, announced today, will see Goldman Sachs’ private equity arm take over from ...

Excel Sports Management has hired Ryan Orozco as Head of Digital Media Talent, a newly created role focusing on the agency’s expansion into digital creator representation. Orozco joins Excel after ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

Have you ever sent an Excel file to a colleague, only to realize they couldn’t open it because of compatibility issues? Or perhaps you’ve spent hours perfecting a spreadsheet, only to see its ...

Anthropic's Claude chatbot just got a suite of finance updates. Claude can draft financial reports, access new data, and more. AI is playing an increasingly central role in the financial sector.

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 ...

FT reported Goldman is “buying the Excel stake from entertainment-focused private equity group Shamrock Capital and its management team.” Excel’s potential majority sale “reflects a boom in valuations ...

Signet Financial Management, based in Parsippany, New Jersey, is ranked No. 40 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning ...