Financial Planning

July 24, 2012 

Adaptive Planning has introduced a new product, Adaptive Discovery, a cloud-based data visualization system for companies and nonprofits. The systemm part of the Adaptive Planning suite, provides a visually intuitive and interactive way for business managers to access, analyze, and explore key financial and operational data. Adaptive Discovery is designed to give CFOs, sales VPs,...…

January 3, 2012 

As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?

Roger Ochs