And if they do provide wealth advice, how is it done? What tools do they use? It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent ...

Who says spreadsheets are boring? In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who ...

Professionals wanting to branch into financial planning and analysis had better make sure their spreadsheet skills are up to snuff, because a recent study found that more than three-quarters of all ...