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 ...

The company has ramped up capabilities geared toward the pro, including offering trade credit and sales support. It’s also ...

Vanilla, an estate planning technology firm, has introduced a new tool advisors can use with existing and potential clients to illustrate what their retirement plans will look like under various ...

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

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the launch of Tax Planner, available through ...

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 ...

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

Business succession planning and estate planning are often linked together, particularly in the case of closely held family businesses. In the case of a shareholder who wishes to pass along their ...

Every new year brings an opportunity for entrepreneurs to evaluate the state of their business and adjust their strategies to prepare for success in the year ahead. With an ever-evolving landscape, it ...

Agility isn’t just a buzzword anymore; it’s how corporations do things now. Customer expectations and markets change quickly. Businesses that can’t keep up with these changes can fall behind. Being ...

The Home Depot introduced its Project Planning tool, a digital platform for its pro customers, in late September, according to a company press release sent to Retail Dive. The tool is designed to ...