As a financial planner working for the past 10 years in a largely fee-for-service practice (we still take some trails), I believe that client relationship management (CRM) and Statement of Advice (SoA ...

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, ...

For finance professionals, balancing the increasing demand for personalized guidance with the efficiency of digital tools and automation presents an interesting challenge. Clients want human insight, ...

Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...