Financial Planning

Former investment banker Paul Mora is the first Cum-Ex suspect placed on Interpol’s public list of most-wanted suspects as Germany launched an international search for him in an escalation of its vast tax-evasion probe.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

Coronavirus-related government policies and regulations that could affect business performance ranked as the top risk cited by board members and C-suite executives, according to a new survey.

The International Financial Reporting Standards Foundation may present a proposal to the United Nations in November for setting up a global sustainability standards board.

U.S. prosecutors and Internal Revenue Service agents spent four years piercing the veil of secrecy that billionaire money manager Robert F. Smith wove to hide more than $200 million in income.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.

The Association of International Certified Professional Accountants found that environmental, social and governance trends are increasingly becoming part of accounting and finance professionals' job titles for 2021.

"Our Impact Plan" will merge all of KPMG's environmental, social and governance goals into one, unified initiative.

A second hedge-fund trader was named by Danish prosecutors as a defendant in a dividend tax scheme they say defrauded the Nordic country out of 9.6 billion kroner ($1.6 billion).