We asked four advisors across Canada what they love about their planning software, and how it could be improved. Here’s what they told us. The biggest thing is the software’s long-standing history and ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...

After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they made their software choices.

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Having a plan for your finances is crucial, and a comprehensive financial plan may include budgeting, saving, investing, paying off debt and creating a roadmap to retirement. Working with a financial ...

Project management is a simple concept but in practice, it’s a chaotic timeline twisted up with a thousand different priorities. You need to manage your team’s needs, project tasks and deadlines, all ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. John "Hannibal" Smith (George Peppard) loved it when a plan ...

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, ...