Financial planning

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Accounting Today's list of CPA wealth management practices with over $1B in AUM.

CPA advisors need to do more planning for themselves.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

The updates will go into effect starting with the November 2018 exam.

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.

About one-third of Americans are postponing a major life decision, such as getting married or having children, for financial reasons.

A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.

Helping business-owner clients with succession planning is a must.

Accounting firms and tax pros can do more than just relax after tax season.

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.

The annual listing ranks CPA financial planners by assets under management.

More CPAs should consider adding the service to their practices.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.

Alvin Carlos, co-founder and CEO of District Capital Management, was recognized for his efforts to promote the profession among underprivileged youth.

Helping clients navigate the compexities of tax reform is a priority.