Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal ...

State-of-the-art financial planning requires state-of-the-art financial planning software. "Financial planning software is fundamentally a collection of calculators that work in concert as an ...

Learn about financial planning services ... For example, advisors typically use some kind of planning software, such as MoneyGuidePro, eMoney Advisor or NaviPlan. Many also use portfolio ...