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 ...

During the initial consultation, my goal is to determine what overall situation is best for a client going forward. All clients need to fully understand the upside and downside of their plan in ...

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 ...

The companies that achieve lasting impact are those that treat forecasting as a strategic conversation between data, process ...

To help your organization succeed, you should develop a plan that needs to be followed. This applies to starting the company, developing new product, creating a new department or any undertaking that ...

The 2018 strategic planning process was an enormous effort—one that sought to meaningfully engage all voices from the College of Arts and Sciences community and to thoughtfully consider and synthesize ...

The design of California Lutheran’s 2022-27 Strategic Plan was fueled by the university’s commitment to shared governance as defined during a yearlong process in the 2020-21 academic year. That ...

Building on Strength represents the culmination of a yearlong planning process commenced in fall 2015 and completed in fall 2016. The process was overseen by several planning groups and supported by ...