Access to banking information ensures advisers can perform holistic planning, fintech firms say.  Yet, Suleman Din looks into the problem that young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data. To read the full article in FinancialPlanning, click: Who’s Fighti ...

Forecasting “But-For” Revenue for Lost Profits In this article, the author provides a brief discussion of each major approach considered in an economic damages engagement and then discusses circumstances in which multivariate analysis could provide the greatest benefit in formulating a comprehensive damage model. ...