Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

Below are five commonly overlooked planning mistakes that many growth-oriented companies make and how business leaders can ...

SEATTLE — As the calendar winds down, financial experts say it’s the perfect time to take control of your money. From tax strategies to retirement planning, a few proactive steps now can make a big ...

SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...

Planning can mean better quality of care later without burdening family. Sponsored by Elevated Financial Management.

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...