Investments

The American Institute of CPAs' Auditing Standards Board posted a work plan for 2026 through 2027 and a five-year strategic plan for 2026 through 2030.

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

The American Institute of CPAs' Auditing Standards Board proposed a set of updates to its attestation standards regarding sustainability and other emerging assurance issues.

New York City Mayor Zohran Mamdani is proposing raising New York City's property taxes for the first time in more than two decades.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

The health care services contractor said it may have overstated some of its past revenue and pulled its guidance for the year.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

Make sure clients know what the government's share is, before taking gains. Don't overlook opportunity zones.

The Auditing Standards Board will be proposing a set of updates to its attestation standards to address sustainability information and other assurance issues.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

A complicated kind of debt deal is ­electrifying the muni market these days: prepaid energy bonds.

The International Public Sector Accounting Standards Board released a standard to help entities consistently report climate-related risks and opportunities.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

The Internal Revenue Service Advisory Council issued its annual report after a turbulent year at the agency, criticizing the repeated funding and staffing cuts.

Neuberger Berman is buying a $1.2 billion minority stake in tax advisory and software provider Ryan LLC.

The updated framework under the OBBBA has created new opportunities for the sports and entertainment industries in rural areas and low-income urban areas.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

The U.S. arm of the professional services firm that succeeded the shuttered accounting giant Arthur Andersen rallied 47% in its trading debut.

At the IPO price, Andersen would have a market value of around $1.7 billion based on the outstanding shares listed in its filings.