Financial Planning

The Securities and Exchange Commission has temporarily stayed its climate-related disclosure rule amid a rash of lawsuits.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.

The firm's air travel emissions increased 77% last year, but it has decreased overall emissions since 2019, according to its 2024 impact report.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

The Top 25 Firm is adding a tax, assurance, advisory and real estate consulting firm in Birmingham, Alabama.

Forvis announced the release of a complementary web-based tax tool for clean energy projects and investments.

The modern chief financial officer is increasingly tasked with risk management, including identifying and mitigating various risks such as cyberthreats and regulatory compliance issues.