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 ...

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 ...

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, ...