Because they are still closely interrelated, this report on retirement planning software includes several packages that also address estate planning. But in future years, it's reasonable that planners ...

That was the lead sentence from last year's roundup of retirement planning software, just before the crashing economy and the loss of trillions of dollars in assets made that statement ridiculous. Not ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

BOSTON -- In among the year-end statements now arriving in your mailboxes from financial-services firms are invitations to use their retirement-planning calculators. You'd be wise to ignore that offer ...