The Financial Planning and Analysis Project Timeline is a Tableau based tool illustrating the annual fiscal year cycle of critical FP&A processes. The dashboard contains a dynamic progress status as ...

Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.

A key enabler of this shift has been the emergence of powerful technology tools for supporting financial planning and analysis. Over time those capabilities have evolved from spreadsheets to ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal ...

RADNOR, PA — eMoney Advisor (eMoney) has launched an enhanced version of its Needs Analysis feature, a user-friendly planning ...

Focused on the "art and science" of financial planning, this CFP Board-registered program allows you to customize your courses and earn an accredited degree that positions you for success in your ...

We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.

Our ACBSP-accredited and CFP Board-registered MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

Coming to terms with handing over the reins is often the biggest challenge for an owner to overcome. This can be due to the emotion, hard work and personal and financial risks it takes to build a ...

TTM for Financial Reporting Companies conducting internal corporate financial planning and analysis have access to detailed and very recent financial data. They use the TTM format to evaluate key ...