As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Planners and policy makers must constantly make decisions in ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

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Many elaborate planning tools are available to help managers prepare for power plant outages. However, there is something to be said for keeping things simple. One modest tool that some NRG Energy ...