Financial Advisor

Collaborative Planning Techniques For Generations X, Y And Z

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 ...
MIT Technology Review

Collaborative planning in an uncertain world

Corporate planning is difficult in the best of times, let alone in the middle of a global health crisis. The coronavirus pandemic has made strategic planning harder because of economic upheaval, ...
Financial Planning

Financial professionals need collaborative strategies

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...
Harvard Business Review

Collaboration Technology Is the Key to Better Planning and Sourcing

Financial planning and analysis (FP&A) and sourcing teams across industry sectors are struggling to deal with a global supply chain disrupted by a triple whammy of ongoing challenges from the pandemic ...
ZDNet

Practical collaboration planning for profit

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