Financial Planning

Recent news in financial planning

Proper estate planning for your clients starts with you

The CFP Board unilaterally changed thousands of its certificants’ profiles on its website yesterday by removing the term “fee-only” and swapping it with “none provided.”

After Exelon Corp. earned less than top executives needed to reach their annual cash bonus target last year, the board of directors provided a way to help bridge the gap: nonexistent profits.

Visitors to the Crystal Bridges Museum of American Art in Bentonville, Arkansas, leave appreciative notes on a glass wall near the entrance.

The prospects for Chinese companies going public on the U.S. stock markets via reverse mergers appear to improving, despite the worries about accounting fraud that derailed several Chinese stocks in recent years.

U.S. Wealth Management CEO John Napolitano talks with Accounting Today editor-in-chief Daniel Hood about how accounting firms can build their financial planning practices and become successful at offering some nontraditional services to clients.

As an accountant, I have a question for you. How many of your clients own their own captive insurance company?

Forty percent of Americans are spending more money on health care compared to a year ago, according to a new report by Bankrate.com, which found that only 8 percent are spending less.

More than half of Americans gave themselves an A or B grade on their saving and investing knowledge, while giving the average American a failing grade of D, according to a new survey.