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, ...

RISE Capital, led by founder Alex Angst, unveiled new client resources, including its book RISE to Financial Freedom and a ...

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

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 ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

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 ...

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 ...

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 ...