Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Writing a business plan not only helps you stay on track as ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

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 ...

Delivered in slick, cloud service packaging, Palo Alto Software's LivePlan is a very nice business planning tool that comes complete with loads of customizable features and solid online help and ...