Financial Planning

Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advisors.

The American Institute of CPAs has partnered with the Fox Financial Planning Network, a financial services consulting firm in San Diego, to help CPAs add financial planning to their practices.

More than three-quarters of investment bankers surveyed by BDO USA indicated that Chinese accounting scandals have led them to increase their due diligence when vetting China-based offerings.

The Internal Revenue Service has begun offering a $25,000 buyout program to encourage up to 400 of its employees to accept retirement or early retirement by March.

Small business owners favor talking with financial advisors who are the same gender as them, with male business owners showing a stronger bias than female owners, according to a new study.

Fewer than two out of five American adults plan to make positive financial changes in 2012 as many of them expect to go through another tough financial year.

Upbeat claims in earnings reports and other SEC filings by public companies tend to encourage investor lawsuits, according to a new study.

Cetera Financial Group plans to acquire Genworth Financial Investment Services, a unit of Genworth Financial that partners with tax and accounting professionals who provide financial planning and investment advice to clients.

The SEC has charged an Illinois-based investment advisor and former CPA with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.

President Obama may have run afoul of the Constitution in using a recess appointment to appoint Richard Cordray as the director of the nascent Consumer Financial Protection Bureau, but the need for the bureau to take action has been growing.