PFP Notebook provides an economical entry to profitable personal financial planning and a fast, effective tool on which to build uncomplicated financial plans. Developed by financial planning pioneer ...

TECHNOLOGY TOOLS CAN HELP personal financial planners provide reliable cost-effective services to clients. This article presents a range of useful personal financial planning (PFP) software as well as ...

Sixty-one percent of firms use more than one package, and another 68 percent offer stand-alone tools in addition to a comprehensive package. Moreover, only 37 percent of planners who were provided ...

The AICPA’s Personal Financial Planning Section recently launched a resource to help members add value to new, existing or growing personal financial planning practices or wealth management firms. The ...

If you've seen a popular non-fungible token (NFT) on Twitter and wondered who else has shared it or who owns it, there's a new tool to help you answer that question. NFT Inspect, a popular NFT ...