Financial planning

The annual list ranks the top CPA financial planners by assets under management.

A rebound in the stock market in the first quarter of 2019 enabled the index to rebound to an all-new high.

The Democratic presidential candidate is seeking to show young voters she would ease one of their biggest economic burdens.

When it comes to promoting new services, firms want to start by being subtle.

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

Financial planners need to engage with the next generation -- for both their sakes.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

Improving your financial planning practice via mergers and acquistions.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Tax pros share how they discuss preparing for the Golden Years with customers.

Clients' returns raise crucial planning questions.

The new certificate can be added to email signatures, websites and social media platforms to quickly verify a professional's credentials.

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.