From no-cost investing to full-service advice, these are the best financial advisors of 2026 and what makes each one worth considering.

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leaderin the2025 Gartner® Magic Quadrant™ for Financial Planning Software. This marks the fourth consecutive ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Increased longevity is a lot more than a demographic milestone. It’s a major economic force reshaping how clients live, work and invest—and how their advisors will serve them, said a roundtable of ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...