A larger percentage of advisor practices than ever are using models, but there is much work to be done for wide adoption to take hold. That was among the findings presented during a recent webinar by ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Uncertainty is a non-ideal but inevitable part of the financial sector—especially concerning financial planning and analysis. The hard reality is that perfect financial decisions rarely exist, and ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...

Accurate valuations are paramount in financial analysis, influencing corporate strategies, as well as investment decisions and market perceptions. Among various valuation methods, the discounted cash ...

Financial advisors charge either commissions or fees for services. Experts say there are pros and cons to each model. Understanding how an advisor earns money helps protect your returns. When you're ...

A decade ago, anyone who thought a fast-growing Kansas advisory firm like Creative Planning would sport a $16 billion valuation (most definitions of public mid-cap companies fall under $10 billion) ...

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Some of these shifts are visible, but changes in 2026 will have far-reaching implications for financial planning ...

Financial word of the day: Intertemporalization explains how economic and investment decisions are made across time, not just ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...