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

Over the past year, we have witnessed a wave of largely unexpected sociopolitical events with important implications for the social-impact sector: Brexit, the US presidential election, the rise of ...

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 ...

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 ...

Leading up to 2020, executives were already grappling with rising disruptive technologies, changing business models, and rivals emerging from unexpected places. Throw in a global pandemic, and the ...

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 ...

For the past 18 months, we have all been living a once-in-a-generation moment. It has taught us that we have the resilience and skills to reimagine our current structures and policies on the fly; ...

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 ...