On-demand ERP (enterprise resource planning) vendor NetSuite on Wednesday announced a new financial planning module that customers can use to perform budgeting, forecasting, reporting and “what-if” ...

Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its ...

Explore cash flow-based financial planning – how it works, benefits and drawbacks, key metrics, and best practices for robust ...

Big data and artificial intelligence (AI) have tremendous disruptive potential in nearly every industry, and financial services is no exception. These powerful technologies are set to change the way ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

eMoney’s Foundational Planning feature is getting a new module, according to an announcement by Fidelity’s financial planning software company. Called Life Insurance Gap Analysis, the feature is ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

I have been training in Brazilian jiujitsu (BJJ) for the past four and a half years. I’m too old (58), too slow and there are too many young, fast folks I have to contend with on the mats. Yet, I am a ...