Financial Planning

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

If you think true financial planning is all about investments and annual returns, think again.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Washington Governor Bob Ferguson said he wouldn't sign a budget that relies on the wealth tax proposed by his fellow Democrats in the state legislature.

Teaching fraud; easement settlement offers; new blog on the block; and other highlights from our favorite tax bloggers.

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

Due diligence and caution are important when evaluating investment opportunities and business plans that are being pitched.

The Securities and Exchange Commission voted to end its defense of the climate-related disclosure rule it approved last year under the Biden administration.

The International Auditing and Assurance Standards Board and the International Sustainability Standards Board provided help with adopting their standards.

The CPA organizations sent a joint comment letter to the California Air Resources Board asking for changes in the state's climate risk disclosure rules.