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, ...

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 ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to ...

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Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one of the nation’s leading ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

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 ...

The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those trends drove some small but notable changes among the 15 biggest firms in the channel, ...

Many independent teams of financial advisors are growing significantly, but a new study reveals at least three specific factors that separate the fastest and slowest expanding firms. The charts below ...