Financial Planning

Some of the more established financial planning firms have successfully transitioned existing tax and audit clients to their investment units, while others are deploying aggressive strategies to recruit new candidates for their financial services offerings.

By its nature, financial planning takes the long view - and so do financial planners. A good plan, and a good planner, should not be completely derailed by market swings or uncertainty in the regulatory environment; instead, they adapt, often using strategies and tools prepared in advance.

Senators Blanche Lincoln, D-Ark., and Jon Kyl, R-Ariz., have introduced a proposal to reform the federal estate tax, which temporarily expired this year but is slated to increase to up to 55 percent next year for estates over $1 million.

Emerging Information Systems Inc. has launched a new financial planning software product, NaviPlan Select.

Dramatically high percentages of Americans —even in the upper income categories—are likely to run short of money after 10 or 20 years of retirement, according to a new study.

Nearly two out of three Americans are more concerned about their finances today than they were at the beginning of the financial crisis two years ago, according to a new survey.

A new report from Aite Group LLC identifies five types of advisors based on their focus on and adoption of financial planning.

The number of initial public offerings in the second quarter of this year was more than triple that of the same period last year, according to a new report by PricewaterhouseCoopers.

Despite the market’s recent volatility, 79 percent of advised investors say that professional advice is worth more than it costs, according to a new survey.

A set of tax provisions that are scheduled to expire at the end of this year will change the tax landscape for many investors who will need advice on how to adjust.