Financial planning isn't the pen-and-paper activity it used to be. Lucky for advisors, abacuses and calculators you have to crank are technology of the past. But while modernization has made math ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Software development teams, with projects ranging from deployment of a cloud-based CRM to ...

Is project design holding up your organization’s efficiency? K2 Systems says that it will streamline processes for designers and developers to plan projects around the globe in a more efficient manner ...

There was one part of being a technical mentor at a hackathon-like event that I wasn’t expecting: there wasn’t all that much code. As a mentor, I was tasked with helping each group to analyze the ...

Verizon Connect is the best route planning and optimization software for long-haul truckers and final-mile deliveries alike, our extensive research on over 20 brands has found. Thanks to core benefits ...

Having a plan for your finances is crucial, and a comprehensive financial plan may include budgeting, saving, investing, paying off debt and creating a roadmap to retirement. Working with a financial ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...