Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If you’ve ever worked with a financial advisor, you may be familiar with ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Financial modeling predicts a company’s financial performance using historical data. Financial modeling aids in decision-making for budgeting, investing, and valuation. Models can apply to diverse ...

Financial statements are key to understanding the underlying drivers of a business—i.e., how your business is growing, what the margin profile is, how much cash it is generating and using and from ...

More than 100 former investment bankers from JPMorgan Chase (NYSE:JPM) Morgan Stanley (NYSE:MS) and Goldman Sachs (NYSE:GS) have joined OpenAI's (OPENAI) secretive Project Mercury to help train AI ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

The financial advisory industry is undergoing a significant transformation due to advancements in technology and evolving client expectations. To succeed in this changing landscape, financial advisors ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Discover how behavioral modeling helps predict consumer actions using spending data, enabling businesses to refine targeting and enhance risk assessment.