Financial Planning

PricewaterhouseCoopers has acquired the assets of portfolio optimization software provider Folio Technologies, effectively acquiring the company.

Senior-level CPA executives are planning to increase their spending next year, but lingering pessimism about the pace of the recovery means they remain reluctant to expand hiring.

IRS TRIES TO KEEP UP WITH FINANCIAL DERIVATIVES

Taking the PFP practice of most CPA firms to the next level should be easily accomplished for any firm with a good client base, a good leader who is a good communicator and a business plan incorporating some of the best practices utilized by many of the nation's top financial advisors. But you would be amazed at how many CPA firms cannot take the next step.

IRS TRIES TO KEEP UP WITH FINANCIAL DERIVATIVES

Taking the PFP practice of most CPA firms to the next level should be easily accomplished for any firm with a good client base, a good leader who is a good communicator and a business plan incorporating some of the best practices utilized by many of the nation's top financial advisors. But you would be amazed at how many CPA firms cannot take the next step.

IMGCAP(1)]The Financial Accounting Standards Board recently approved a revised accounting standard that requires contributing nongovernmental employers to provide more information about their financial obligations to multiemployer pension plans.

Three-quarters of small business owners believe that so many Americans are financially unprepared for retirement that the problem has reached the level of a crisis, but only about a fifth of them actually offer their employees a 401(k) or similar plan, according to a new survey.

People who work in higher education tend to be conservative with their retirement planning investment strategies, whether they are young or old, according to a new survey.

The Internal Revenue Service has extended a safe harbor for investors who claim theft loss deductions from fraudulent investment arrangements, such as Ponzi schemes, even when the leading figure behind the fraud has died.