The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

The financial planning process is at the core of successful adviser/client relationships, and collaboration plays a key part in building that success. The industry is trending toward advice-driven ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Planners and policy makers must constantly make decisions in ...

This is a preview. Log in through your library . Abstract Objective: The Continuum of Care (CoC) process—a nationwide system of regional collaborative planning networks addressing homelessness—is the ...

Many elaborate planning tools are available to help managers prepare for power plant outages. However, there is something to be said for keeping things simple. One modest tool that some NRG Energy ...

MADISON, Wis. (WMTV) - City leaders and Downtown Madison Inc. are launching a collaborative planning process to develop a new strategy for downtown growth and development. The organizations held a ...