Financial Planning

The Certified Financial Planner Board of Standards has proposed a set of revisions to its Standards of Professional Conduct setting ethical standards for CFPs.

Is the IRS’s Examination Estate Tax Lien Group watching 30-year-old film classics? Apparently they are.

More and more, individuals want a single source for tax and financial planning services.

Sustainability information is increasingly a part of corporate reporting, but many companies are still relying on boilerplate language in their disclosures, according to a recent report.

As Spotify prepares for an initial public offering, the music-streaming site has flagged a number of errors in its previous results, revealing a significant increase in losses.

Academic research finds that readable financial disclosures help not only investors, but companies as well.

The Internal Revenue Service has released a revenue procedure that offers an easier way to get an extension of time to file a return to opt for portability of the deceased spousal unused exclusion amount.

The Financial Accounting Standards Board voted Wednesday to proceed to a final standard on hedge accounting, part of the financial instruments project that FASB had been working on for years with the International Accounting Standards Board before the two boards went their separate ways.

Technical competence isn't the most important thing in establishing a financial planning practice, according to U.S. Wealth Management's John Napolitano.

Even if you're not serving as their financial planner, you'll still want to keep an eye on your clients' future strategies.