Financial Planning

Making the choice that's right for your firm

Individual retirement account allocations tend to vary by age and account balance, but not much by gender, according to a new study.

PricewaterhouseCoopers US has published a new edition of its annual guide, “Managing Your Wealth: Guide to Tax and Wealth Management.”

Cost-of-living adjustments have changed many dollar limitations for pension plans and other retirement-related items for tax year 2013.

The American Institute of CPAs plans to publish its first book for the consumer market early next year.

CPA and Axis Global Partners founder Manny Buigas gives his view on adding a business intelligence practice to grow and help serve clients.

The staff of the Governmental Accounting Standards Board has created a fact sheet to clear up some of the misconceptions about the recent changes in public pension accounting standards.

Monthly benefits for nearly 62 million recipients of Social Security and Supplemental Security Income will increase 1.7 percent in 2013, the Social Security Administration said Tuesday.

Cloud-based financial planning and reporting technology provider Adaptive Planning unveiled it Fall 2012 Release which introduces new capabilities to support collaborative planning and approval processes for companies with large and complex organizational structures.

The Internal Revenue Service’s cost basis reporting requirements remain a challenge for many financial services firms as the IRS continues to phase in the requirements, according to a new report.