Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders. With over ...

Whether you’re trying to build wealth, saving for college or planning for retirement, financial planning tools can help you budget for day-to-day expenses and reach your long-term financial goals.

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 ...

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” ...

Editor’s note: This is part six of an ongoing series throughout this year focused on helping older adults navigate the financial difficulties of gray divorce. See below for links to the other articles ...

Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.

The Race Toward Retirement Retirement confidence in Australia is inching upward, but concerns remain. A 2025 survey found that 33% of Australians feel optimistic about retirement, up from just 24% in ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...