Financial Planning

Wolters Kluwer Law & Business has introduced a QuickCharts tool that helps professionals keep up to date with new rule-making and regulations that arise from the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.

A bipartisan task force has issued a plan to cut the size of the national debt and the federal budget deficit through taxes and other means.

As the economy slowly inches back toward a recovery of sorts, several of the nation's top broker-dealers and financial services firms are revving their recruiting engines and driving them toward the CPA market in hopes of increasing their partnerships with accounting firms and practitioners.

New York - The financial firms that suffered the greatest stock-price declines during the economic crisis tended to be those with the highest proportion of independent directors, according to a new study.

HIGH-NET-WORTH INDIVIDUALS SHUN RETIREMENT

The 10-year period from 2000-2009 has been referred to as the "Lost Decade."

Nearly one out of every eight dollars under professional management in the United States today — 12.2 percent of the $25.2 trillion in total assets under management tracked by Thomson Reuters Nelson — is involved in some strategy of socially responsible and sustainable investing, according to a new study.

The College for Financial Planning has introduced theAccredited Domestic Partnership Advisor credential, a designation thataddresses the financial needs of non-traditional families.

Financial Planning, the leading publication and online resource for independent financial advisors, hosted its inaugural Influencer Awards Ceremony during the FPA Conference in Denver.

PricewaterhouseCoopers has released “Managing Your Wealth,” the firm's 14th annual guide to tax and wealth management.