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

As a financial planner working for the past 10 years in a largely fee-for-service practice (we still take some trails), I believe that client relationship management (CRM) and Statement of Advice (SoA ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...