As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Earlier this month, I’ve attended in San Francisco the Connected Planning Experience (CPX) conference—the new name for Anaplan’s annual user conference (formerly known as Hub)—which gathered over ...

My last conversation with Planful's CEO was cut short when he had to go off to catch the Eurostar to Paris. We'd discussed the likely impact of AI on the role of finance professionals, but I had some ...

Planning requires diverse expertise and collaborative partnerships, which are increasingly important in small and rural communities. Limited budgets and staffing constraints make it essential to ...

Communities face several challenges and complex decisions related to natural hazards, which are increasingly exacerbated by climate change. Furthermore, the increased frequency of extreme weather ...

Many elaborate planning tools are available to help managers prepare for power plant outages. However, there is something to be said for keeping things simple. One modest tool that some NRG Energy ...