The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

Learn about the definition, importance, components, and challenges of financial planning for clergy and religious professionals. Discover useful resources.

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

I have been training in Brazilian jiujitsu (BJJ) for the past four and a half years. I’m too old (58), too slow and there are too many young, fast folks I have to contend with on the mats. Yet, I am a ...

Staff from Resource Planning, Financial Management and Unit Business Officers (UBOs) use the Axiom Commitment Management tool, which supports the Annual Resource Planning Process (ARPP) by automating ...

Today’s corporate world prioritizes two major business factors: financial precision and coordinated efficiency. These components define a business’s success, and the key to achieving both is ...

UB has launched UPlan, a fully integrated, all-funds budgeting, planning and forecasting system, in time for this year’s Annual Resource Planning Process (ARPP). UPlan integrates directly with the ...

The Resource Planning Process accommodates annual operating budget requests from schools/units to support the school/unit strategy. We expect that most strategic new investments will be supported ...