Financial Planning

Some 73 percent of controllers say that a technology-driven financial reporting audit helps them assess comparative company performance in their industry. Additionally, more than one-third of respondents say a technology-driven audit improves speed ...

Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent […]

80 percent of respondents said that credit scores were important. When asked what attributes were important in a spouse, 92 percent of survey respondents said financial responsibility.

The path to achieving financial milestones like paying for a college education, buying a car, owning a home and retiring at an early age always begins with one step: saving for the future.

The study found that 73 percent like to do research on their own before making financial decisions, 58 percent rely on financial advice from professionals, and 56 percent trust digital finance advice.

A new report from PwC shows that Millennials may be more stressed about their financial situations than any other generation.

The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...

As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...