For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening their business for funding opportunities.

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 ...

Big data and artificial intelligence (AI) have tremendous disruptive potential in nearly every industry, and financial services is no exception. These powerful technologies are set to change the way ...

Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle ...

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 ...

For those law firm leaders who understand the value of running their firms like businesses, fiscal year-end financial planning is an exercise these business-savvy leaders have no choice but to engage ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...