Long-term assumptions matter more than short-term data: Financial plans are designed around sustained trends, not temporary spikes or declines. Healthcare and lifestyle costs often outpace general ...

COSTA MESA, Calif.--(BUSINESS WIRE)--Phocas Software evolved its business intelligence (BI) software for manufacturers, distributors and retailers to also solve their financial planning, reporting and ...

Former CFO Christina Ross discusses her transition to founder and CEO of Cube, raising capital, modernizing FP&A, and how the ...

Once implemented, agentic AI delivers measurable improvements across planning, forecasting and financial reporting.

If you know me, you know golf is a big part of my life (one of my three G’s, but that’s another story)—so much so that when I found there wasn’t a great golf course near my new family cottage, I ...

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 ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

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 ...

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 ...

Matthew Evon, director of finance at Iron EagleX since July 2022, has been named vice president of financial planning and analysis at the Tampa, Florida-based veteran-owned defense contractor, ...

Subscribers can earn CE credit toward industry certifications by successfully completing and submitting the latest continuing ...

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 ...