Financial planning

Responses for the annual listing of CPA financial planners by assets under management are due May 12.

Picking the PFP model that fits a firm best requires some self-knowledge.

Interest rate increases and inflation fears are causing a slight decline in the American Institute of CPAs’ Personal Financial Satisfaction Index in the first quarter of the year, despite positive news in the stock market and promises of tax reform.

Financial advisors need to step up to help prevent elder abuse.

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

The Financial Accounting Standards Board has released an accounting standards update that changes the treatment of the amortization of premiums for purchased callable debt securities, shortening the amortization period for the premium to the earliest call date.

Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.

CFOs who are also CPAs in Indiana are feeling optimistic about economic growth, particularly in the Hoosier state.