As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Relying solely on traditional money management will no longer deliver lasting value to clients. Clients today are seeking a more collaborative and personalized approach to financial planning, and ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

Earlier this month, I’ve attended in San Francisco the Connected Planning Experience (CPX) conference—the new name for Anaplan’s annual user conference (formerly known as Hub)—which gathered over ...

Communities face several challenges and complex decisions related to natural hazards, which are increasingly exacerbated by climate change. Furthermore, the increased frequency of extreme weather ...

Financial planning and analysis (FP&A) is a long-established discipline that enables businesses to inspect their financial and operational data, benchmark where they're at, and forecast what's around ...

Many elaborate planning tools are available to help managers prepare for power plant outages. However, there is something to be said for keeping things simple. One modest tool that some NRG Energy ...

While drifting off to sleep may be calm and restful for many, as muscles in the upper airway relax, some patients begin to experience breathing difficulty. Those who live with any of the more than 80 ...