Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. “The whole financial planning process is wrong,” says George ...

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 ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your ...

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 ...

In 2014, taxis had 76 percent of the ride-hailing market for business travelers. Just four years later, taxis have only 7 percent of that market, with Uber and Lyft taking the other 93 percent. The ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A Personal Financial Specialist (PFS) is a certification for certified public accountants ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...