Financial Planning

The research and advisory firm Celent has released a new report cautioning wealth management professionals to be careful about using personal information, recent location and analytical data in their communications with clients that could strike them as “creepy.”

Many clients need to protect their estate for -- and from -- their descendants

Serving wealthy clients' families can be a profitable niche

The receipt of a comment letter from the Securities and Exchange Commission induces many top executives to start selling shares in their companies before the letters are released to the public, according to a new study.

One of the big trends this summer has been the ALS Association’s remarkable success with its “ice bucket challenge,” but the very success of the campaign could pose a challenge of its own to the ALS Association and other charities.

Nonprofit and for-profit corporations that borrow through the issuance of taxable or tax exempt municipal debt have a new rule about who can give them financial advice.

U.S. Wealth Management president and CEO John Napolitano discusses how accountants can help clients find opportunities for financial planning when preparing their clients' taxes, in an interview with Accounting Today managing editor Tamika Cody.

Einstein developed a simple formula that provided the solution to the cosmos, energy and matter. Well, by working on it long enough with determined focus I just developed my own formula E=fs4Uh for the solution to client financial success. Ed = financial security for you at a higher level.

In case you haven’t heard, National Grandparents Day is just around the corner, on September 7.

Alibaba Group Holding Ltd., after announcing an average of two acquisitions a month this year, is learning the importance of doing your homework.