Financial Planning

In the lull after filing season, many firms are finding new practice areas to explore

How much should an advisor give away in a social setting before suggesting that an inquirer pay for such information? More broadly, how should planners respond effectively when an acquaintance, friend or relative seeks free advice - or even asks to become a paying client?

The Equal Employment Opportunity Commission is reportedly pressing PricewaterhouseCoopers and other major accounting firms to drop their longstanding mandatory retirement age policies, and the American Institute of CPAs is asking them to stop.

Everything you need to know about the DOMA ruling but were afraid to ask ...

Almost half of CPAs indicated that they offer some kind of financial planning services, but a far smaller number have a formally structured practice with their own Registered Investment Advisor or an affiliation with an outside broker/dealer or RIA, according to a new study.

The next time a client complains about the complexity of our tax system, tell them about the proposed financial transactions tax, or FTT. The European Union is moving close to agreeing on an FTT that at the beginning will apply to 11 member states, including France and Italy.

CPA firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before.

The Financial Accounting Standards Board has issued a proposal to improve disclosures of uncertainties related to an organization’s ability to continue as a going concern.

Unit4 Business Software, the North American subsidiary of Unit4, has released Unit4 Consolidation & Cash version 5 with integration to its financial performance management suite.

Members of Generation X are having the most difficulty meeting their household expenses and dealing with other financial obligations, according to a new study by PricewaterhouseCoopers.