Financial planning isn't the pen-and-paper activity it used to be. Lucky for advisors, abacuses and calculators you have to crank are technology of the past. But while modernization has made math ...

Looking for the best business plan software? I tested data-driven platforms to help you plan your business operations from the ground up, from content schedules to funding to market research.

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

The term "financial planning" covers a lot of area. On the high end, it can mean managing millions of dollars in assets, and continuously analyzing the results, yields and needs to determine the best ...

Project management is a simple concept but in practice, it’s a chaotic timeline twisted up with a thousand different priorities. You need to manage your team’s needs, project tasks and deadlines, all ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

Coherence, preparation, and the digital tools needed to make parts of the first more successful are the keys to successful continuity preparation. This approach creates a sensible and manageable ...