Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

TORONTO--(BUSINESS WIRE)--Vena, the only FP&A platform purpose-built to leverage the full power of the Microsoft technology ecosystem, was recognized as a Challenger in the 2024 Gartner Magic Quadrant ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...