Financial Planning

Never assume that the client understands or knows what you are talking about.

The annual listing ranks CPA financial planners by assets under management.

The Public Company Accounting Oversight Board began requiring firms last year to disclose the names of engagement partners who participated in audits, but a new academic study questions whether the new requirement will actually benefit investors.

The Sustainability Accounting Standards Board Foundation has appointed Perella Weinberg Partners partner and CEO Robert K. Steel as its new chair, succeeding former New York City Mayor Michael Bloomberg, the founder and chief executive of Bloomberg LP. Steel previously worked under Bloomberg as deputy mayor.

A pair of Top 100 Firms are partnering on wealth management, with HBK CPAs & Consultants’ affiliate HBKS Wealth Advisors acquiring a minority stake in K·Coe Isom LLP’s subsidiary K·Coe Wealth Management LLC.

The sturdy, reliable real estate investment trust is facing an existential choice.

The former CEO of the Sustainability Accounting Standards Board is passing on the chairmanship post to vice-chair Jeffrey Hales.

More CPAs should consider adding the service to their practices.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

Hedge-fund billionaires were already struggling to keep investors from heading out the door. Then along came another problem: big tax bills.