Plus, JPMorgan's 55ip is adding T. Rowe Price model portfolios to its platform, and Hamachi.ai is helping advisors deliver ...

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

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 ...

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review. Restricted Gift Funds Scorecard A tool ...

As financial planning & analysis (FP&A) becomes more integrated into different business functions, and thus becomes a core responsibility for the leaders of those functions, CFOs can expect their own ...

DartPoints, a leading regional provider of colocation, cloud and interconnection solutions, today announced the appointments of Chris Baldwin as Senior Vice President of Construction and Vince Coats ...

Ronald LeClere, former vice president of finance at Science Applications International Corp. (NYSE: SAIC), has been appointed as vice president of financial planning and analysis at QinetiQ Group’s ...

The role of FP&A has expanded significantly in recent years, driven by the increasing need for real-time financial insights and strategic decision support in businesses. Finance professionals are now ...

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 ...

Making informed decisions is paramount for individuals and businesses alike when it comes to finances. Strategic planning and scenario analysis are indispensable tools that provide clarity and ...

Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at ...