Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

The human resources planning model is a method is used to make sure a business has enough employees and the right employees to carry out the various functions of the business. Done properly, it can ...

During the planning process, a small business's owner and team forecast -- or model -- the company's future in terms of the strategic actions that will be taken in order to reach the company's goals, ...

Have you ever looked at a huge spreadsheet and been unsure where to start? With several tabs, buttons, formulas and colors, spreadsheets can be intimidating. You may be reluctant to even open it.

A larger percentage of advisor practices than ever are using models, but there is much work to be done for wide adoption to take hold. That was among the findings presented during a recent webinar by ...

Learning action models is pivotal to the advancement of Artificial Intelligence (AI) planning, offering a framework for autonomously synthesising reliable and optimised strategies for complex ...

While the future of wealth and investments is hard to predict, for Peter Mallouk it will revolve around a culture of constant improvement. At his firm, Creative Planning, their goal is continual ...