Financial planning

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.