Financial Planning

The strategy is widely promoted, but it can leave some investors worse off.

Citrin Cooperman acquired Shepard Schwartz & Harris; MarksNelson bought Integrity Advisory; and CLM is acquired by private investors.

Sue Coffey of the AICPA shares the latest trends and newest developments in this fast-changing corner of the profession, and looks ahead to what's next.

RubinBrown merged in Himes Consulting Group; WA Asset Management acquired BT Wealth Management; and BigTime Software acquired Projector PSA.

Funding for nonprofit organizations has remained flat or declined this past year, according to a new survey, as they face pressure from inflation and continuing fallout from the pandemic.

The Big Apple's estimated personal income-tax payments in June declined to the lowest level since 2017.

Jeremy Osborn will lead the organization's environmental, social and governance strategic initiatives.

BDO USA, a Top 10 Firm based in Chicago, reported revenue Tuesday of $2.4 billion for the fiscal year ending April 30, 2022, a 25% increase from fiscal year 2021.

Four key takeaways from the AICPA’s inaugural ESG Symposium.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.