Financial Planning

Initial public offerings are not expected to grow much this year, according to a new study by BDO USA.

I talk about the BBB with my clients a lot. No, this BBB is not the Better Business Bureau; it is the Baby Boomer Bubble.

A recent study finds that, as a general matter, forecasts from stock analysts of corporate earnings in which the numbers are rounded to the nearest zero or five not only prove to be significantly more inaccurate than those that strive for penny precision, but turn out to be significantly more upwardly biased as well.

The rich are different -- and Daszkal Bolton makes the most of it

News and developments from the previous month in financial planning

There are several moving parts and material contingencies that one may encounter on the journey of making sure your clients' wealth lasts for as long as they need it to. For some, having resources last for their own life expectancy is the goal, while for others making assets last for generations is the objective.

The U.S. Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline deal to undo the potential economic harm of $600 billion in tax increases and spending cuts.

Wealth management firm Brinton Eaton, offers these eight tips to help investors and financial planning clients stay on track in the face of market volatility and uncertainty over the fiscal cliff.

The Securities and Exchange Commission has issued an Investor Bulletin to help purchasers of municipal bonds better assess the bonds’ credit risks.

Interactive Data Corp., a provider of evaluated pricing, valuation and reference data services, has released a new set of enhancements to its fixed income transparency tool Vantage, which are designed to effectively meet requirements of both the buy-side and sell-side in the evaluated pricing process.