Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Recent advances in generative AI are changing how leaders approach scenario planning and development with more nimble and rapid approaches . Readers have requested additional examples of how more ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...

Coronavirus, or COVID-19, has landed in the United States. It is probably much more prevalent than is currently reported, and the number of people infected will continue to grow. What is not certain ...

2020 brought unprecedented challenges to almost every business around the world. The business landscape has changed to the point that there is no more 'business as usual'. This has dramatically raised ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Not All Methodologies for Financial Scenario Analy... Not All Methodologies for Financial Scenario Analysis Are the Same Types of Scenario Analysis Forecasting is a no-win situation. If you get it ...