And if they do provide wealth advice, how is it done? What tools do they use? It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent ...
Who says spreadsheets are boring? In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who ...
Excel Funds Management Inc., a Mississauga, Ont. mutual fund provider specializing in emerging markets, has decided to join the growing list of money managers offering their specialized expertise ...
PITTSBURGH--(BUSINESS WIRE)--Excel4apps, a provider of best-in-class Excel-based inquiry and reporting software for use with SAP and other applications, has introduced Planning Wand for SAP. The ...
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