Financial Planning

Women are less likely than men to concentrate on financial planning, according to a new survey on financial wellbeing and health.

With the current gift tax exclusion amount set at a record-high $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.

GROUPS BACK UNIFORM FIDUCIARY STANDARD

The sliding economy and the roller coaster securities markets over the past several years have no doubt forced financial planners to keep both aspirin and antacid in close proximity.

Small businesses may now face a new challenge with holding onto their employees as employee loyalty shows signs of eroding, according to a new survey.

The Financial Accounting Standards Board has beefed up its standards for multiple-employer pension plans, requiring employers to provide more information about their pension plan obligations, particularly for unionized employees.

Edgar Online has released a report illustrating how accountants, institutional investors and attorneys are using data tagged in Extensible Business Reporting Language format to analyze companies’ financials.

A new study identifies a positive link between high trading volume and the volatility of stock prices.

The Securities and Exchange Commission unanimously voted Tuesday to require large trading firms to identify themselves, so their market activities can be tracked.

IMGCAP(1)]On May 25, 2011, the Securities and Exchange Commission issued its final rules implementing the new whistleblower program of the Dodd-Frank Wall Street Reform and Consumer Protection Act.