Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

My company, Kickfurther, has carved out a niche by connecting businesses in need of funding for their retail inventory with buyers of that inventory. A key component of this business model is the ...

Like all businesses, financial advisors must constantly seek to become more effective and efficient in the provision of services to their clients. With more effectiveness and efficiency comes lower ...

To deliver personalized solutions, financial advisors must measure investment risk with confidence. What does Morningstar’s Portfolio Risk Score do? What does Morningstar’s Portfolio Risk Score do?

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” ...

Another free, online financial assessment tool has hit the market this week designed to give consumers a quicker, more convenient way to tell if they can afford dealer quotes. Requisite Press has ...

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a financial assessment tool designed to help financial advisors quickly demonstrate their value and get new clients, today announced the launch of Elements ...

Advisors will receive refund if they follow the Elements Growth Method and are unable to onboard a new client within 90 days Elements, a financial assessment tool for advisors to accelerate their ...

The Financial Sector Assessment Program is a key pillar of IMF surveillance. It undertakes a deep-dive into potential systemic risks to financial stability, including by conducting “stress tests” to ...