Financial planning

Serving a single family can be a complex — but profitable — niche.

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

Accounting firms need to decide how active they want to be with their financial planning clients.

Top 20 Firms BKD CPAs & Advisors and Dixon Hughes Goodman completed their previously announced megamerger, rebranding the combined firm as Forvis and launching Forvis Wealth Advisors.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

High-net-worth financial planning clients are looking for more options.

What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?

The annual "Wealth Magnets" ranking, now in its 16th year, will be published in June.

Audits of high-net-worth filers require more time and expertise, and the agency’s underfunding has led to a significant loss of personnel capable of performing those.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.

Understanding how gifted money will impact the student’s FASFA is critical.