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, ...

Each year, the team here at Financial Planning analyzes wealth management data from dozens of angles to shine light on the state of the industry. Over the last year, we have ranked registered ...

Whether you’re trying to build wealth, saving for college or planning for retirement, financial planning tools can help you budget for day-to-day expenses and reach your long-term financial goals.

It was less than a decade ago that websites were viewed as yesterday’s news. Yes, financial advisors needed to have a web presence, but most of these sites were static and had minimal impact on client ...

With our annual rankings, Financial Planning recognizes the industry's top-producing young financial advisors at wirehouses and regional firms. On a combined basis, the Top 40 Brokers Under 40 ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

The role of FP&A has expanded significantly in recent years, driven by the increasing need for real-time financial insights and strategic decision support in businesses. Finance professionals are now ...