Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Quicken Business & Personal is generally much more affordable than QuickBooks, with annual subscription pricing that often comes in significantly lower than QuickBooks' monthly subscription tiers.

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

CGI Federal will join three of the Treasury Department's shared services providers to offer financial management system software through a central marketplace for federal agencies. The Treasury ...

Does your accounting department struggle to keep your company’s spending and expenses in check? Most likely, it does—it’s a common challenge for small and midsize businesses (SMBs). Chasing down ...

Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite some overlapping features. Understanding where each excels and where each ...