Add Yahoo as a preferred source to see more of our stories on Google. Financial planning isn't the pen-and-paper activity it used to be. Lucky for advisors, abacuses and calculators you have to crank ...

The term "financial planning" covers a lot of area. On the high end, it can mean managing millions of dollars in assets, and continuously analyzing the results, yields and needs to determine the best ...

Officially, tax season is over, other than the ongoing process of extensions and entities other than individuals having different fiscal years. And chances are, no matter how well you did for your ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

Project management is a simple concept but in practice, it’s a chaotic timeline twisted up with a thousand different priorities. You need to manage your team’s needs, project tasks and deadlines, all ...

Value stream management involves people in the organization to examine workflows and other processes to ensure they are deriving the maximum value from their efforts while eliminating waste — of ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

In an age of shrinking compensation models and shifting regulatory landscapes, digitally driven financial plans are the future when it comes to keeping and attracting clients — or so you’d think.