Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

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” ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

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.

Uncover the secrets to stress-free retirement planning with this surprising solution.

Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is meant to simplify the process ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Practical strategies can help Canadians regain a sense of control. Building a clear, realistic plan – made up of small steps that can be carried out consistently – is an important starting point. To ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...