Financial planning

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

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.

The Financial Accounting Standards Board voted Wednesday to proceed to a final standard on hedge accounting, part of the financial instruments project that FASB had been working on for years with the International Accounting Standards Board before the two boards went their separate ways.

Technical competence isn't the most important thing in establishing a financial planning practice, according to U.S. Wealth Management's John Napolitano.

Financial planners need to plan in advance for the inevitable turn to the bears.

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.