Needs Analysis streamlines the financial planning process for financial professionals engaging clients and prospects in goals-based conversations on topics such as retirement, education and ...

Retirement planning is a critical aspect of financial management that ensures a secure and comfortable life post-employment. The best way to calculate how much you need for retirement and ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

A gap analysis is also referred to as a needs analysis, needs assessment or need-gap analysis. How to Conduct a Gap Analysis Gap analysis aims to meet a set of expectations or goals. Its purpose ...