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 ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

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 ...

If you know me, you know golf is a big part of my life (one of my three G’s, but that’s another story)—so much so that when I found there wasn’t a great golf course near my new family cottage, I ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

Artificial intelligence (AI) is transforming financial planning and analysis (FP&A) from static to dynamic, data-driven strategy, enabling faster insights and value. Current applications automate ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

Standard Insurance Company (The Standard) announced today that Chad Naganuma has been promoted to assistant vice president of Financial Planning and Analysis. This press release features multimedia.