On-demand ERP (enterprise resource planning) vendor NetSuite on Wednesday announced a new financial planning module that customers can use to perform budgeting, forecasting, reporting and “what-if” ...

Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its ...

[Technology is never static, especially in our current business-operating environment of accelerating rates of change. As the chief tool for innovation, tech is now on an iterative journey between ...

eMoney’s Foundational Planning feature is getting a new module, according to an announcement by Fidelity’s financial planning software company. Called Life Insurance Gap Analysis, the feature is ...

Crafting solutions as a community requires shared understanding of the university's finances. This video module shows where the university's revenue comes from and how it is spent. Amy Sebring, Vice ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

I have been training in Brazilian jiujitsu (BJJ) for the past four and a half years. I’m too old (58), too slow and there are too many young, fast folks I have to contend with on the mats. Yet, I am a ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...