Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

Modern business develops under conditions of constant uncertainty. Market fluctuations, technological breakthroughs, ...

Most leadership teams adopt AI tools randomly hoping technology alone will improve strategy and strategic planning. Here's ...

Engagement platform Risr Inc. launched a “Succession & Exit Planning” tool designed to help with adviser transitions of business ownership. Customers can create plans based on their exit goals, ideal ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.

Adoption of estate planning tools by financial advisors has steadily grown over the past few years as clients continue to expect more offerings and even family office-style services. And while the use ...

Against that backdrop, Glencoe farmer Matthew Fitzgerald wondered if there might be a better way. His solution evolved into a business: Farm Flow, a digital planning platform now being tested by ...