Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

Learn about the tools that help you run a smooth business, mitigate your stress levels, and gradually help you take your business to the next level. Since the era of digitalization of everything does ...

Help your clients identify meaningful goals and take action to make them a reality. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals ...

Investors often seek structured methods to predict how companies may perform during specific periods. One helpful reference point is the earnings calendar, which outlines scheduled financial result ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...