Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a ...

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

A holistic financial plan goes beyond—here’s how to approach it.

Every plan you’re making for retirement is just a guess until you try it IRL. Pretirement is a “stress test” of your retirement plans while you still have time to change course and make adjustments.

Financial advisers should be required to administer mandatory personal stress tests on their clients as part of the broader advice process, according to the Institute of Actuaries of Australia. In a ...

A conversation with consultant Arjan Singh on designing corporate war games. While many teams and organizations engage in scenario planning, most don’t go far enough. Arjan Singh, consultant and ...