Financial planning

CPA financial planners need to make clear how they're different from the rest of the pack.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The new advisory service follows Platform's acquisition of Walpole Financial Advisors.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.

Accounting Today is in the midst of surveying CPA firms with wealth management practices for this year's 'Wealth Magnets' ranking.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Who owns the business and who is going to run it are separate — but equally important — questions.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

From more agents to the deployment of AI, the service is directing resources where the money is.

A successful merger with Top 100 Firm Carr, Riggs & Ingram has spurred Level Four Group's rapid expansion and continues to provide new growth opportunities

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.