As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

Workday Planning, out next year, adds real-time collaborative financial planning, budgeting and modeling to the suite. Den and Phil give their verdicts Workday yesterday revealed it will add a ...

Earlier this month, I’ve attended in San Francisco the Connected Planning Experience (CPX) conference—the new name for Anaplan’s annual user conference (formerly known as Hub)—which gathered over ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

My last conversation with Planful's CEO was cut short when he had to go off to catch the Eurostar to Paris. We'd discussed the likely impact of AI on the role of finance professionals, but I had some ...