In business, the future can be unpredictable. As business leaders, we know that the road to success isn’t just paved with great ideas—it’s built on strong financial management. Long-term financial ...

Why risk management is a leadership skill, not a finance task, and how CEOs should factor risk into every financial decision ...

The transaction is expected to close in the year’s fourth quarter. The Goldman Sachs Group Inc. announced the sale of its United Capital Financial Partners Inc. division to Creative Planning LLC, the ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

Managing personal finances can be a challenge for many people. With so many financial products, services and investment options available, knowing where to start or how to make informed decisions can ...

Generative AI has opened up a plethora of possibilities. From quickly writing emails and résumés to preparing for interviews and even coding, AI is revolutionizing the world. Fortunately, the rapidly ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

With aging comes the possibility of cognitive decline. Plan ahead by ensuring more than one person is aware of a household's financial state of affairs, bills, investments, contacts, account log-ins, ...

The following general ledger/commitment items are used to record expenses as category 2 and 3 of the Statement of Financial Activity (SoFA) report. The categories are outlined alphabetically. Each ...

It’s been over six years since there’s been a permanent official in charge of governmentwide financial management and former officials say this role is a very important one. The last permanent ...