Financial Planning

Cloud-based business analytics tool maker Adaptive Planning announced the release of its Fall 2013 product, which includes, among other things, new unified financial and operational analytics features.

Check out the digital edition of the September 2013 issue of Accounting Today.

In the third installment of the results of Accounting Today and Cetera Financial Specialists' "Seeking Success" survey, we examine the obstacles accounting firms have faced in launching financial planning and wealth management practices.

Consider a different way of funding future generations

Why serve the individual, when you can serve the whole family?

1st Global, a research and consulting partner to CPA and wealth management firms, said it is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management.

Nearly a third of consumers who work with financial advisors confess they have not told their advisors critical information that could affect their finances, according to a new survey.

Michael Jackson’s estate challenged a tax bill calculated by the U.S. Internal Revenue Service, arguing that it overvalued assets including real estate, a Bentley automobile and the late singer’s “image and likeness.”

Investing is a complex undertaking. The supply of investment alternatives is seemingly endless. Evaluating various alternatives can be quite difficult and very time consuming.

Clients who inherit an annuity may now have a few more options thanks to a recent private letter ruling from the IRS.