Financial planning

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

The White House cited research from a “family business” group to support its push for repealing the federal estate tax. But don’t mistake family business owners for small business owners.

Is a financial planning practice right for you?

Deciding on a fair rate for wealth management is a major stumbling block for firms.

Eight collegiate teams will face off at the FPR Annual Conference in October.

The Personal Financial Planning course will look to expand its reach to more CPA students over the next year.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The Certified Financial Planner Board of Standards are looking to prepare students before the next test sitting in November.

Education and patience can beat out market news.

More and more, individuals want a single source for tax and financial planning services.