Looking for the best business plan software? I tested data-driven platforms to help you plan your business operations from the ground up, from content schedules to funding to market research.

Writing a business plan is an important, if arduous, task. Most investors and financial institutions will ask to see your business plan before providing startup capital. But, for many entrepreneurs, ...

LPL is sharpening its focus on business owners, a key segment in the high-net-worth advisory space, with a new offering to help its advisors support entrepreneurial clients. On Tuesday, LPL said it ...

RISR and FP Alpha, two wealth technology providers with a focus on financial planning, both announced major enhancements to their respective platforms this week. RISR, a Philadelphia-based engagement ...

Running a company alone in 2026 increasingly means orchestrating a stack of specialized AI systems rather than hiring staff. With the right mix of tools, I can delegate everything from strategy and ...

Improve your chances of growth and success by covering these bases in your financial plan.

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.