Wealth management

Europe’s drive to rescue Cyprus risks undermining a region-wide deposit guarantee plan, a key tenet in the battle to contain the debt crisis, and casts doubt on the ability of the weakest lenders to retain deposits.

The Securities and Exchange Commission is asking for public comments on a proposal from Nasdaq to require Nasdaq-listed companies to establish an internal audit function no later than Dec. 31.

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

JPMorgan Chase & Co. needs to win back public trust after losses on a derivative portfolio swelled to more than $6.2 billion and eroded confidence in the largest U.S. bank, a company risk manager told lawmakers.

More than four out of 10 working Americans will have had an accountant prepare their taxes this year, primarily because they believe that that's the way to get the largest refund. More than half won't do their own taxes, instead going to an accountant, friend or family member.

Accounting and consulting firm Fuoco Group said Thursday that it is introducing a new Fuoco Commercial Funding business to help private and institutional investors access financing for real estate deals.

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.

In the past four years, the quantity of financial restatements from SEC public registrants has leveled off and their severity has remained low, according to a new report by the research firm Audit Analytics, but restatements have increased from accelerated filers for the third straight year.

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

Even as top executives at failing companies dump their shares, auditors of those same companies often fail to issue a going concern opinion to warn other investors of the precarious nature of the corporation’s finances.

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.

A roundup of financial planning-related stories from the previous month

Don't let the rewards of investing abroad blind you to the risks -- and vice versa

Will Rogers has been quoted as saying, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Earlier this year, Congress passed the American Taxpayer Relief Act of 2012, which may have prevented us from falling off the fiscal cliff, but further complicated the already complex world of income taxation of estates and trusts.

Private equity fund managers are beginning to be concerned that they may lose their tax break on carried interest as lawmakers in Washington again debate tax reform.

Rob Ganjon, the new CEO at iLumen, explains how business intelligence is the next natural step in accountants' evolution.

Mike Tyson is preparing for another fight—this time, with his former financial planner.

For years, you’ve been hearing that you should include financial services among your tax or accounting practice’s service offerings.

CPAs have long been sought after as Centers of Influence, or COIs, by members of the financial services profession for many years.

Last year, about $450 million belonging to top executives at billionaire hedge fund manager John Paulson’s New York firm took a quick round trip to Bermuda.