Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.

There are several ways to measure profitability and financial performance within a company's income statement, each telling a different part of the story. Understanding them will help you determine ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

In my role as the lead of my company's data and analytics team, I've found that the balanced scorecard (BSC) has been an essential tool for providing clear, strategic alignment. While companies often ...

Keep a close watch on these financial metrics to steer your startup toward success. Knowing where your money comes from and where it goes helps you grow and impress potential investors. Innovation is ...

Considering that nearly 70% of the population in the U.S .who are nearly 85 years or older will need a form of long-term care during their lives, the need for investment and examination of the ...

C-suite leaders and directors don’t have to dig around in our proverbial toolkit before pulling out our favorite tool for evaluating organizational performance: financial metrics. That’s because, ...

There's one thing about financial statements many people forget: Historic relics of your business past, these documents tell you what has already happened, but do little to predict your future.