Financial planning

Frequently satisfied by merchandising low-ticket items like 1040 preparation, CPAs think that any client who can fog a mirror may be a good PFP client.

Family health and the costs of long-term care and financial support for extended family have emerged as major concerns for high net worth investors and their families, with family health perceived as the biggest risks to family wealth, according to a new survey.

Fifty-four percent of millennials said that debt is currently their biggest financial concern, according to a new survey that found young adults struggling in the wake of the Great Recession.

Americans in their sixties are taking more money out of their IRAs than those who are older, according to a new report.

CPA-based wealth management firm Hewins Financial Advisors has teamed up with accounting firm Wipfli LLP to introduce Cue Wealth Management Solutions, a strategic partnering system for CPA and registered investment advisor firms.

The two genders may be very different (and vive la difference, as the French would say), but not when it comes to their retirement expectations and preparations, according to a new survey.

Developments in financial planning from the previous month

Gauging how much risk a client is willing to take is not an easy task. instead, it is a moving target that some professionals compare to diagnosing an illness of a baby or a pet that cannot tell you how they are feeling.

Barack and Michelle Obama may need some better financial planning advice.

The majority of Americans prefer long-term financial planning over get-rich-quick schemes, according to a new survey.

Action is needed soon to keep multiemployer pension plans from sliding into insolvency, according to a new government report.

A large cache of secret documents reveals that tens of thousands of people, including government officials from around the world, are using offshore companies and trusts to avoid taxes.

The current rollover process for 401(k) plans favors distributions to individual retirement accounts rather than the 401(k) plan that a new employer might offer, and a new government report suggests the Internal Revenue Service and the Labor Department could be doing more to make the process easier.

How one wealth manager is industrializing his approach to partnering with CPAs

There are several ways to serve your clients in the financial planning world. No model is wrong or right -- but there are some that may work better than others depending upon the makeup of your firm.

Confidence in the ability to afford a comfortable retirement remains low, according to a new survey, reflecting a growing awareness of the challenges in saving enough money.

Raymond James Financial Services has introduced a new compensation model for independent registered investment advisors.

Cyberattacks, fraud in foreign markets, global economic conditions, M&A plans and the sequester are among the topics that are expected to dominate the discussion at shareholder annual meetings this year, according to a survey by accounting firm BDO USA.

Fewer corporate workers have sufficient cash flow and emergency funds on hand, according to a new survey.

Muddy Waters LLC, whose analyst reports triggered $7 billion in losses for Chinese stocks, used an unlikely secret weapon for its research: the public website of the U.S. Securities and Exchange Commission.