On-demand ERP (enterprise resource planning) vendor NetSuite on Wednesday announced a new financial planning module that customers can use to perform budgeting, forecasting, reporting and “what-if” ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. “The whole financial planning process is wrong,” says George ...

eMoney’s Foundational Planning feature is getting a new module, according to an announcement by Fidelity’s financial planning software company. Called Life Insurance Gap Analysis, the feature is ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...