Wealth management

Recent news in financial planning

Proper estate planning for your clients starts with you

The CFP Board unilaterally changed thousands of its certificants’ profiles on its website yesterday by removing the term “fee-only” and swapping it with “none provided.”

After Exelon Corp. earned less than top executives needed to reach their annual cash bonus target last year, the board of directors provided a way to help bridge the gap: nonexistent profits.

Visitors to the Crystal Bridges Museum of American Art in Bentonville, Arkansas, leave appreciative notes on a glass wall near the entrance.

The prospects for Chinese companies going public on the U.S. stock markets via reverse mergers appear to improving, despite the worries about accounting fraud that derailed several Chinese stocks in recent years.

U.S. Wealth Management CEO John Napolitano talks with Accounting Today editor-in-chief Daniel Hood about how accounting firms can build their financial planning practices and become successful at offering some nontraditional services to clients.

As an accountant, I have a question for you. How many of your clients own their own captive insurance company?

Forty percent of Americans are spending more money on health care compared to a year ago, according to a new report by Bankrate.com, which found that only 8 percent are spending less.

More than half of Americans gave themselves an A or B grade on their saving and investing knowledge, while giving the average American a failing grade of D, according to a new survey.

Cloud-based business analytics tool maker Adaptive Planning announced the release of its Fall 2013 product, which includes, among other things, new unified financial and operational analytics features.

Check out the digital edition of the September 2013 issue of Accounting Today.

In the third installment of the results of Accounting Today and Cetera Financial Specialists' "Seeking Success" survey, we examine the obstacles accounting firms have faced in launching financial planning and wealth management practices.

Consider a different way of funding future generations

Why serve the individual, when you can serve the whole family?

1st Global, a research and consulting partner to CPA and wealth management firms, said it is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management.

Nearly a third of consumers who work with financial advisors confess they have not told their advisors critical information that could affect their finances, according to a new survey.

Michael Jackson’s estate challenged a tax bill calculated by the U.S. Internal Revenue Service, arguing that it overvalued assets including real estate, a Bentley automobile and the late singer’s “image and likeness.”

Investing is a complex undertaking. The supply of investment alternatives is seemingly endless. Evaluating various alternatives can be quite difficult and very time consuming.

Clients who inherit an annuity may now have a few more options thanks to a recent private letter ruling from the IRS.