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Many HNW investors are underwhelmed with the offerings of the average financial planning firm.
February 3
Napier Financial -
As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.
February 2
Innovest Portfolio Solutions LLC -
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.
January 28 -
"Our Impact Plan" will merge all of KPMG's environmental, social and governance goals into one, unified initiative.
January 27 -
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).
January 27 -
Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.
January 26 -
A new analysis by Audit Analytics reveals the Big Four firm leading among every type of fund.
January 25 -
Some leading organizations are taking the SEC’s cue and tightening up their filings to provide stakeholders with better clarity, focus and insight.
January 22 -
Thanks to vagaries of the accounting world, Donald Trump’s administration had a chance in the final weeks of the presidential race to cancel more than $200 billion of student loans with no immediate hit to the Department of Education’s massive portfolio. Yet it didn’t do it. Now, perhaps Joe Biden will.
January 22 -
President Biden has picked Allison Herren Lee, a member of the Securities and Exchange Commission, as the acting chair of the SEC, as nominee Gary Gensler waits in the wings as a more permanent chair once he is confirmed by the Senate.
January 21







