Financial Planning

Adaptive Planning has released version 6.0 of its eponymous product, with new multidimensional business financial planning features and integration with NetSuite.

Cheshire Software has expanded the estate planning features in its wealth management software product, Cheshire Wealth Manager.

A new survey shows backing for 401(k) plans by senior finance and human resources executives, even though many of the plans have performed poorly during the financial crisis.

CPAs who also hold the AICPA’s Personal Financial Specialist credential are advising many of their high-net-worth clients to rebalance their portfolios, reassess their tax planning and control their expenses and cash flow, according to a new survey.

Retirement plan recordkeeping service provider ExpertPlan has acquired portions of ADP’s retirement plan recordkeeping business that service independent third-party administrators.

As workers experience large losses in their retirement funds, a significant number are planning to delay their retirement, according to a new survey.

About 54 percent of employed Americans plan to look for a new job once the economy rebounds, according to a new survey.

The SEC and the Department of Labor convened a hearing Thursday to decide whether to tighten the rules for financial services companies that offer target-date funds in their 401(k) plans.

A “perfect storm” of demographic, individual and financial elements is poised to undermine people’s retirement plans unless they prepare properly, warns a new global survey.

Penn Mutual Life Insurance has created a Professional Advisors Alliance program with the aim of bringing together financial advisors and CPAs to expand their services, distribution channels and revenue.