A financial plan is a road-map drafted now that can be followed over time. ... The new data enables an individual or business to make more accurate financial projections.

Small Business Owners' Report, showed that only 47% of local small business owners leverage a bank for business advice.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor ...

Financial data is always at the back of the business plan, but that doesn't mean it's any less important than up-front material such as the description of the business concept and the management team.

In another weekend takeover of a federal agency’s operations, staffers from an efficiency initiative led by billionaire Elon Musk helped to effectively shut down the Consumer Financial ...

NEW YORK--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA) announced today that it has completed its acquisition of the OneAmerica Financial, Inc. full-service retirement plan business.As a ...

The EU plans to mandate a new financial market trade data service, promising transparency and investment – but others fear it’ll just create a new monopoly. EU securities markets watchdog ESMA ...

New rule may make it easier to switch banks and transfer your financial data, but there is already legal pushback By Jeanne Sahadi , CNN 5 minute read ...

A new proposal by the Consumer Financial Protection Bureau would use a 54-year-old privacy law to impose new oversight of the data broker industry. But first, the agency must survive Elon Musk.

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric, financial monitoring platform, today announced it has launched a fresh approach to the one-page financial plan (OPP) that ...

Those savings likely won’t sustain the business for long, though, with 61% of local SBOs stating that just two quarters of revenue shortfall would make them question their financial future.