Finance News
The Modern Art of Delegation
Avoiding pitfalls in assigning investment management functions as a trustee.
By NB
Aug 23, 2023
Creative Planning Expands Tax Expertise With Latest Acquisition
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
By NB
Aug 23, 2023
Snappy Kraken Unveils AI-Powered Email Builder
The new tool uses an API integration from OpenAI, the creator of text-based chatbot ChatGPT and image generator DALL-E.
By NB
Aug 23, 2023