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

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

Coronavirus, or COVID-19, has landed in the United States. It is probably much more prevalent than is currently reported, and the number of people infected will continue to grow. What is not certain ...

As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...

Forbes contributors publish independent expert analyses and insights. I enable organizations to simplify so they can focus on valuable work. You know the annual drill: you and your teams gather data, ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

2020 brought unprecedented challenges to almost every business around the world. The business landscape has changed to the point that there is no more 'business as usual'. This has dramatically raised ...