Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

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 ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

If you want to understand why organic growth in wealth management has slowed to a crawl, look no further than market saturation. The reality is, only a small fraction of Americans have half a million ...

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 ...

Here's a smart idea for all you financial planners out there. Target the children of your Baby Boomer clients. Processing Content Australian Private Capital is an example of one financial planning ...

Groups like XY Planning Network and the CFP Board view a document from the state's Division of Securities as undermining fee-for-service models. By Mark Schoeff Jr. Colorado securities regulators are ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Industry superannuation fund Non-Government Schools Super (NGS Super) believes its decision to implement an in-house financial planning model under the auspices of Mercer's Australian Financial ...