Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

A holistic financial plan goes beyond—here’s how to approach it.

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 ...

Artificial intelligence can be an invaluable financial planning tool. AI can be used to plan a budget, automate investments and even provide financial advice. But with a wide array of AI tools ...

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 ...

Managing your finances isn’t always easy, and it may feel confusing and overwhelming for some. If this describes how you feel about your finances, know that you’re not alone. A recent MarketWatch ...

Hey advisors! Financial Planning wants to see your stack. In a new recurring series, we're catching up with those delivering financial advice to see what tools they rely on to make it happen. Beyond ...

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” ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...