Financial Planning

Shareholder proposals at public companies are increasingly weighted toward social and environmental concerns, according to a new report by Ernst & Young.

Genworth Financial Wealth Management has introduced Genworth Portfolio Solutions, a streamlined approach to diversifying investments that financial advisors can set up for clients.

The confidence level of women in their ability to plan for retirement has reached a three-year high, according to a new survey, with 69 percent of women rating their confidence level as good or very good.

Nearly 40 percent of working Americans say that they will never afford retirement, according to a new survey by the American Institute of CPAs.

DESPITE EARNINGS DROP, ADVISORS STILL SATISFIED

After the market crash of 2008-2009, many investors were tossing in the towel on asset allocation, suggesting that it had major flaws as evidenced by nearly every asset class moving significantly lower in apparent lockstep.

CPA firms that have expanded their practice into the personal financial planning market are likely finding that investors may be more optimistic today than they were a few years ago.

IMGCAP(1)]The current uncertain political, economic, and tax environment has led many people to postpone preparing or updating their estate plans.

The growing popularity of online deal sites like Groupon and LivingSocial could be encouraging many consumers to make impulse buys rather than save their money for more important financial priorities, according to the American Institute of CPAs.

Accounting Today is in the midst of collecting submissions for its 2011 ranking of the Top Firms by AUM.