In today’s congested market, a brilliant business strategy and unique products and services are two ways to stand out. However, in a community where Big Data boosts creativity and profitability, it ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Quicken Business & Personal is generally much more affordable than QuickBooks, with annual subscription pricing that often comes in significantly lower than QuickBooks' monthly subscription tiers.

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 ...

Quicken is launching a new money management product for small business owners that will compete with banks and pull in bank account data from aggregators. The product is being released as an upgrade ...

Did you know that over 50% of small businesses fail in the first five years? In most cases, a lack of financial freedom is the main reason these businesses fail. Small business owners face various ...

Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite some overlapping features. Understanding where each excels and where each ...