Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Ethan is the founder of SMB Finance, a fractional CFO service for early-stage tech startups. I have been a fractional CFO for several startups in the past couple of years, helping them prepare ...

The ongoing market downturn and layoffs at tech companies have caused a great deal of alarm across the startup and venture capital worlds, but growth-stage startups are expected to bear the brunt of ...

Capgemini data shows that 81% of inheritors "plan to switch firms within one to two years of inheritance." PwC research supports this trend; in 2022, the consultancy firm reported that 46% of high-net ...

More than ever, higher education is high stakes. Evolving to keep up with the market is imperative for universities to remain competitive and financially stable. But this strategic shift presents ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...