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Financial planning
CFP Board updates Exam to include new federal tax law
The updates will go into effect starting with the November 2018 exam.
CFP Board Center for Financial Planning announces 2019 call for papers
The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.
Financial planning in need of more diversity, new report finds
A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.
Podcast
Financial planning by generation
U.S Wealth Management’s John Napolitano breaks down how you should serve your older, middle-aged and younger clients.
Sponsored by Right Networks
Voices
Planning for the day after
John P. Napolitano
Chairman & CEO
US Wealth Management LLC
Helping business-owner clients with succession planning is a must.
Making the most of the days after April 18
Accounting firms and tax pros can do more than just relax after tax season.
HD Vest CEO focuses on making more tax pros into financial planners
CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.
Accounting Today calls for submissions for Top Firms by AUM
The annual listing ranks CPA financial planners by assets under management.
Voices
A perfect time for financial planning
Lyle Benson
Founder and president
L.K. Benson & Co.
More CPAs should consider adding the service to their practices.
Top questions for investors about revenue recognition
The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.
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