Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...

WASHINGTON, Nov. 14, 2022 /PRNewswire/ -- GoodFirms, a globally renowned research, ratings, and reviews platform, recently released its new research report, "Scenario Planning - Objectives, Benefits, ...

Leading up to 2020, executives were already grappling with rising disruptive technologies, changing business models, and rivals emerging from unexpected places. Throw in a global pandemic, and the ...

Coronavirus, or COVID-19, has landed in the United States. It is probably much more prevalent than is currently reported, and the number of people infected will continue to grow. What is not certain ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Forbes contributors publish independent expert analyses and insights. I enable organizations to simplify so they can focus on valuable work. You know the annual drill: you and your teams gather data, ...

The pandemic has shake many businesses to the core. How can firms prepare for the next big, bad thing? Try this new book out for the answers. The pandemic has shake many businesses to the core. How ...