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 ...

Workday, a publicly traded company selling cloud-based finance and human resources software, is announcing today the launch of a nifty feature inside its Workday Planning app for financial and ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

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 ...

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 ...

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...

Anne Guarnera is a doctoral candidate in Spanish at the University of Virginia. You can find her discussing teaching and learning on Twitter as @aguarnera and learn more about her work on her website.

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 ...

After running a pilot program with Kmart Corp. last year (see story), vitamin maker Pharmavite Corp. now wants to start using collaborative planning, forecasting and replenishment (CPFR) technology on ...

New capability gives retailers and suppliers a centralized way to plan, negotiate, and evaluate deals, improving collaboration and unlocking greater value from promotions ATLANTA and HELSINKI, Jan. 8, ...