Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If you’ve ever worked with a financial advisor, you may be familiar with ...

Projecting the three statements in a financial model is crucial for several reasons, such as preparing a comprehensive financial forecast for a company to assess expected financial performance, ...

The state and local government financial reporting model would change under a new proposal issued by GASB. GASB’s exposure draft, Financial Reporting Model Improvements, proposes changes that are ...

If you are looking to improve your financial modelling skills when using Microsoft Excel spreadsheets you might be interested in this quick overview guide that provides an in-depth exploration of the ...

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 ...

While much of the activity in the AI markets are focused on the tech giants chasing ever-increasing model sizes and compute budgets, financial company FICO is going the other way with smaller, smarter ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

CHARLOTTE, N.C., March 31, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that advisors can now access separately managed account (SMA) strategies as an investment option within Model ...