Financial Planning

Money flowing into President Donald Trump's newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

The Financial Accounting Standards Board wants to amend how investment companies measure the fair value of a security subject to a contractual sale restriction.

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.

The Top 20 Firm acquired Santa Clara, California-based Sherwood Partners in a transaction expected to close this July.

Sustainability reporting is becoming more standardized globally, according to a new report from the IFAC, AICPA and CIMA.

The International Sustainability Standards Board intends to issue an exposure draft of its nature-related disclosure proposals in October.

There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.

The state budget will be bolstered in part by a newly proposed tax on digital software sales.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.