Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Something that differentiates the home care agency field from other industries is that services are time-limited. People recover or pass away and no longer need your services. This fact presents two ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

Opinions expressed by Entrepreneur contributors are their own. Social media is no longer solely about keeping in touch with family members and friends. Every online coach and business owner that you ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...