Financial Planning

The new combination, backed by PE firm DFW Capital Partners, will create a $170 million Top 100 Firm with over 1,000 professionals.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

What does a firm need to know to determine its interest in PE or another external capital partner? Here are 10 critical questions for CPAs and some vignettes.

Joel Cooperman, cofounder and former CEO of Citrin Cooperman, left the firm on March 31 after over 40 years.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The resurrected version of former accounting giant Arthur Andersen plans to go public, submitting a draft registration statement with the SEC.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.

Federal employee pension benefits are set to be pared back in Republicans' giant tax and spending package working its way through the House.

The International Sustainability Standards Board published an exposure draft proposing amendments to IFRS S2 to make it easier for companies to apply the standards.