It’s 2026, and it’s time to level up your practice. Thanks to online software and artificial intelligence, there have never ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

I use custom views, the selection pane, clean UI toggles, and other tools to present my workbook professionally.

To prepare AI agents for office work, the company is asking contractors to upload projects from past jobs, leaving it to them ...

Upgrade from standard Excel workbooks to specialized formats that shrink, shield, and streamline your spreadsheets.

The deals involve Excel & Y Insurance Services/Lundgren & Young Insurance, AUVI Insurance, Sceptre Pointe Insurance and ...

Iglesias and Keller are our picks to squeeze into the end of our Top 50 among a deep free-agent class of accomplished righty ...

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Large language models (commonly described as 'AI') are becoming embedded in nearly every corner of financial services. From ...

News from the week beginning 5t January including items from 11:11 Systems, Cybage Software, Deltek, Klient, Monta, Planful, ...

These 10 jobs offer more than just a high-paying salary, although they have that, too. They're also in demand, with faster ...

TheWrap consulted several creator industry experts and asked them to predict what's ahead for 2026. Here's what they said.