eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review. Restricted Gift Funds Scorecard A tool ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

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 ...

As financial planning & analysis (FP&A) becomes more integrated into different business functions, and thus becomes a core responsibility for the leaders of those functions, CFOs can expect their own ...

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 ...

Ronald LeClere, former vice president of finance at Science Applications International Corp. (NYSE: SAIC), has been appointed as vice president of financial planning and analysis at QinetiQ Group’s ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

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 ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

Matthew Evon, director of finance at Iron EagleX since July 2022, has been named vice president of financial planning and analysis at the Tampa, Florida-based veteran-owned defense contractor, ...