Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, factoring in 250-plus inputs (versus 100 with the free planner ...

Insurance and financial planning go hand in hand to help clients reach their goals. Here is how to present this approach.

CFOs serve as the bridge between two key stakeholders—the franchisor and the franchisee—both of whom are focused on improving ...

Momentum continues for fee-based compensation as BD advisors ditch commissions and alternative compensation schemes emerge to lure diverse clientele.

I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...

Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the ...

A financial model supports informed decision-making, attracts investments, and serves as a tool for scenario analysis and planning. A financial model is used for: A financial model is created by ...

Financial forecasting has always been a crucial part of business strategy, but traditional methods often rely on static data and outdated models. Today, data analytics is transforming financial ...

Naming names, Ryan George, chief marketing officer at Docupace, thinks the AI note takers Pulse360, Jump, Zocks, and Finmate ...

The Indian Institute of Management-Ahmedabad (IIMA) collaborates with FPSB India to launch a pioneering Executive Program in ...