To succeed, finance leaders must move from transactional oversight to strategic leadership. Here are six actions that can ...

There are a wide range of different financial markets. Each plays a role in the transfer of wealth and liquidity across economies. These markets all touch each other in some way, and it’s worth ...

Microsoft Excel 2010 can be a huge help for a business when it comes to crunching the businesses numbers. Excel has a number of financial functions revolving around the periodic interest rate, which ...

To use the Duration function in Microsoft Excel, follow the steps below. Launch Excel Create a table or use an existing table Type the formula for the Duration function into the cell you want to place ...

Establish clear, quantifiable short- and long-term goals so you know were you're headed. Live by the maxim: “Without a plan, all activity looks like progress.” 9) Direct your reporting. Identify the ...

One area where Microsoft Excel shines is in solving financial problems. Excel contains a broad range of financial functions that can help you understand how a given loan works, what its monthly ...

Too many financial decisions are made without factoring in the time value of money. Whether providing financial planning advice related to a client’s retirement, advising a client about a business ...

In the United States, autonomy, the ability to act on one’s values and interests and to control your own affairs, is a key component of psychological wellbeing. One type of autonomy that many of us ...

Elements, the planning tech firm known for its financial vitals system for advisors, has introduced a new feature aimed at improving goal-setting and client outcomes. On Tuesday, the wealth tech ...

To use the DISC function in Excel, follow the steps below. Launch Excel Create a table or use an existing table Type the formula for the DISC function into the cell you want to place the result Press ...