The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

OpenAI has recruited over 100 former investment bankers from Goldman Sachs, Morgan Stanley, and JPMorgan Chase to help train ...

Project Mercury is enlisting over 100 former investment bankers to train its AI to perform the spreadsheet-heavy work.

B2B marketers believe financial literacy will help them secure investment, but is there more involved than just reading a ...

Stephen Simpson, CFA, has 15+ years of experience in financial publishing and editing. He is the operator of the Kratisto Investing blog. Michael Boyle is an experienced financial professional with ...

Forbes contributors publish independent expert analyses and insights. I am the Kester and Brynes Professor at Columbia Business School and a Chazen Senior Scholar at the Jerome A. Chazen Institute for ...

Founders seeking to maximize their returns from an eventual sale should be aware of the Startup Exit Waterfall and its ...

The project, codenamed "Mercury," is designed to replicate and ultimately automate much of the grunt work typically done by junior investment banking analysts, including building IPO models, ...

Education has looked a little different at Bay View since 2023. That’s when Junior Achievement of Wisconsin launched a pilot ...

Gain the skills and knowledge to measure a company's profitability, assess its strengths and weaknesses and understand the main drivers of value. Become an expert user of financial statements.

Quan gives her take on removing the 150-hour rule, Big Four hiring cuts and how AI is reshaping the billable hour.