Drop comes as AI firm Altruist launches service that helps advisers create personalised tax strategies ...
Altruist unveiled its new AI-powered tax planning tool on Tuesday, which helps financial advisors personalize strategies for ...
The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for advisors ...
Shares in wealth management firms and financial comparison sites have tumbled over the latest concerns about new AI tools.
The innovation puts the wealth-management industry in the crosshairs of AI competition, the way it did for software stocks and private credit firms last week and insurance brokerage shares on Monday.
US stocks closed mixed on Tuesday, with the Dow notching third straight record close but the other indexes slipping after ...
The sell-off comes after US fintech startup Altruist unveiled new AI-driven tax planning capabilities, sparking concerns that ...
Some of the changes, passed in the Big, Beautiful Bill Act last year, impact returns this tax season. Here's a list of key ...
Maximize deductions, avoid pitfalls, and plan paychecks wisely. Expert tips help middle-class households save money and ...
After a truck crash, you may feel rattled and injured, with no idea what to do next. Because commercial truck cases are often ...
The landlord who still manages properties with a filing cabinet, paper rent checks, and a notebook of maintenance requests ...
At 2 a.m. on a 16-degree mid-January Monday, Magdalena Barrios got in line. Only 10 people stood in front of her outside the ...