A set of SFA Trends Dashboards that include an Annual Plan Review, Revenue, Expenses, Financial Review, Targeted Category Review, & Exploratory Category Review. Restricted Gift Funds Scorecard A tool ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

Raise will introduce the Switch-IO platform to Raise’s customers, enhancing it’s offering with real-time visibility ...

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

As financial planning & analysis (FP&A) becomes more integrated into different business functions, and thus becomes a core responsibility for the leaders of those functions, CFOs can expect their own ...

The role of FP&A has expanded significantly in recent years, driven by the increasing need for real-time financial insights and strategic decision support in businesses. Finance professionals are now ...

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 ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

NEW YORK, July 30, 2025 /PRNewswire/ -- Expert Consumers has recognized the Corporate Finance Institute(R) (CFI) as a leading provider of FP&A certification for professionals seeking practical, career ...