New challenges and sophisticated technologies are quickly reshaping the role of financial consultants — from AI, cloud services, automation, big data analytics and workforce reshaping to open ...

I was giving a keynote address to a group of medical practice business owners when one of the people in the room came up to me after and shared about his cash flow challenges. His practice was ...

When you make decisions on where and how to invest in your business, one of the factors guiding you will be incremental cash flow: how much additional cash your business will generate because of the ...

A cash flow projection is an invaluable tool for understanding your business’s progress over a specific time period. It may cover upcoming months, weeks, or even just a few days. Financial planning is ...

A business can end a fiscal year showing a solid profit but still find itself out of money. A business owner that focuses too much on profit and not enough on cash flow can be doomed to fail. Receipts ...

U.S. Bank has launched a cash-flow forecasting tool for smaller commercial clients, the latest step in the Minneapolis bank's push to become a one-stop shop for the banking and payment needs of ...

Let’s face it. Cash flow is the lifeblood of businesses. Many businesses are either well into the budgeting process for 2017, or just starting down the tedious path. Regardless of where you are in the ...

“With interest rates where they were for the last 20 years, everyone forgot how to cash forecast,” according to a senior Citi treasurer in its Top Treasury Priorities of 2024 report published in ...

Addepar, the technology platform provider to RIAs and wealth managers, announced this week the launch of several new toolsets and features, including Alts Data Management, Private Fund Benchmarks, and ...

The economic uncertainties of the past few years have made cash forecasting far from an exact science—but it’s more important than ever. Regardless of size, location or sector, the ability to organize ...