Research Nester Analytics

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

Technology is disrupting the financial services industry — here's how

Technology is upending workflow and processes in the financial services industry.

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

5 lessons from my $650,000 lunch with Warren Buffett

In 2008, hedge fund manager Guy Spier had a ‘power lunch’ with famed investor Warren Buffett. Here’s what he learned.

The happiest retirees have learned this lesson

It's all the rage now. You're supposed to find, follow ...

Why Financial Wellness Programs Are Not Well

There's a big disconnect between what employees need and what employers offer

Financial planning and analysis: Time for the specialists?

As financial data grows in volume and complexity, more financial planning and analysis specialists might be called for. Does the corner office agree?

Managing Incidental Findings in Human Subjects Research: Analysis and Recommendations

Managing Incidental Findings in Human Subjects Research: Analysis and Recommendations

Why Take Financial Planning and Analysis (FP&A) to SAP Analytics Cloud?

Learn why you should consider using SAP Analytics Cloud for your business' financial planning and analysis (FP&A).

Business and management consulting a dream for many entrepreneurs

With more professionals considering entrepreneurialism as a way to push forward with career goals and improve their work-life balance, the business and management consulting scene has become a top ch

Financial Planning: Do You Need an Adviser?

There are plenty of tools that can help you manage your business expenses, but you may find that nothing beats hiring a professional.

Financial planning: Which are better: ETF’s or Mutual Funds?

Question: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have lower taxes. When I ask my financial advisor he says mutual funds wor…

Financial Planning 101: Where Do I Start?

When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match.

Tools and Tactics to Do Your Own Financial Planning

In one particular chicken-and-egg debate, what comes first is clear: It makes sense to hire a financial adviser only after you can afford one " not

7 Steps to Successful Financial Planning Without an Adviser

Financial planners can cost as much as $250,000. Here's how manage your business finances without one.

What's Your Financial Plan?

Building A Growing Firm With Advice-Only Financial Planning

Unlike traditional advisory models, advice-only financial planning prioritizes the advice itself over (delegated) implementation, along with client education.

Is Financial Planning Software Too Product-Centric?

Is product-centric financial planning software limiting the growth of real financial planning by poorly modeling actual personal financial advice strategies?

Does Financial Planning Help?

Here are five ways having a financial plan can help you.