Learn the difference between Excel COUNT and COUNTA, plus TEXTBEFORE and TEXTAFTER tricks, so you clean text and totals with ...

With Endex, you can build a full DCF in Excel, including history, projections, and valuation outputs, producing audit ready ...

This makes it hard to secure and move data around the organization, or to extract it for broader analysis and to fuel AI.

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their ...

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

Learn how to calculate weighted averages using Excel for various financial metrics. Simplify complex calculations with our ...

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

The "Unpivot" button inside Excel's Get Data feature is a hidden superpower. It can turn a tedious, error-prone task into smooth, automated workflows. No more copy-pasting, no more manual rearranging ...

With the functions I'll discuss here, you can make data cleanup much easier in Excel. They allow you to extract, style, split, and join text to get what you need without wasting hours doing it ...

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

Security teams have always known that insecure direct object references (IDORs) and broken authorization vulnerabilities exist in their codebases. Ask any ...

Learning quick skills like social media scheduling, video editing and proofreading could put you well on your way to a ...