Financial Planning

The International Valuation Standards Council has released a discussion paper seeking views on the need for improved standards for valuation of investment property.

John Azodi teaches CPAs the value of financial planning

Highlights from the world of financial planning in the previous month

Research tells us that 90 percent of heirs will reject their parents' financial advisors, and 70 percent of widows will change advisors after their husband's death. Can you afford that level of loss?

It’s that time of the year again. We have tweeted, connected, pinned, blogged and vlogged our way through 2012 – and now it’s time to look at what’s on accounting marketers’ bucket lists for 2013!

GMI Ratings has compiled a second “Black Swan Risk List” identifying 40 North American companies with the highest risk of major drops in share prices within the next six months.

The Great recession of 2007-2010 wiped out almost 40 percent, or two decades worth, of Americans’ wealth, the Federal Reserve said earlier this year. This shift in wealth will have a major impact across all aspects of family and wealth, not only for the middle class but also for wealthier people and business owners.

Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments.

Most Americans, particularly women, are woefully underprepared for retirement, with four out of 10 women having less than $10,000 saved, and only 21 percent having more than $100,000 in all of their investment accounts, according to research from Mintel.

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and transgender and other nontraditional families.