While Conquest supports in-depth financial planning, advisors who have used its software agree that it’s difficult to use at ...

Are you feeling stuck in a financial rut? Learn how to identify the root causes of financial paralysis and implement ...

Unlock powerful features, thoughtfully designed to elevate your financial ... planning to help your clients reach their goals. We offer robust training and outstanding support through our local teams ...

Thomas' experience gives him expertise in a variety of areas including investments, retirement, insurance, and financial planning. Yarilet Perez is an experienced multimedia journalist and fact ...

Finance Director Kelly Blankenship recognized the City of Mansfield's financial software system when she took office 11 ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2024 Gartner Magic Quadrant for Financial Planning Software for the third consecutive year.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

Balance financial planning knowledge with core business skills. The MBA degree provides students with the skills needed to transform a planning practice into a planning business, or pursue a ...

Plus, you can add multiple people to your budget, including your partner or financial planner. Why We Like It Simplifi has all the budgeting features you need to manage your finances in one place.