Wealth management

Picking the PFP model that fits a firm best requires some self-knowledge.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Withum has united its brand with a longtime partner, PWM Advisory Group, an independent registered investor advisor, to create Withum Wealth Management.

Senior marketing coordinator Matt Basilo is competing for the non-profit's "Man of the Year" honors.

Interest rate increases and inflation fears are causing a slight decline in the American Institute of CPAs’ Personal Financial Satisfaction Index in the first quarter of the year, despite positive news in the stock market and promises of tax reform.

Central and South America and the Caribbean offer the best opportunities for Americans looking for lower tax burdens.

Financial advisors need to step up to help prevent elder abuse.

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

Warren Averett Asset Management and Kinsight have combined to form the biggest fee-only financial planning and investment advisor firm in Alabama, with total assets under management over $2.2 billion.

The Financial Accounting Standards Board has released an accounting standards update that changes the treatment of the amortization of premiums for purchased callable debt securities, shortening the amortization period for the premium to the earliest call date.

Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.

What you know isn’t as important as who you know – your clients

Class of '87 graduate Robert Mitchell contributed to the Strome College of Business to help accounting majors.

CFOs who are also CPAs in Indiana are feeling optimistic about economic growth, particularly in the Hoosier state.

Leaked pages of President Donald Trump’s 2005 tax return offer no new details about his foreign income and business dealings but highlight a tax he’s vowed to abolish.

Tax reform may not be the unalloyed good that investors seem to think it is.

The Big 4 firm was recognized by Junior Achievement USA for their efforts in boosting financial literacy.

Accountants can help clients achieve their philanthropic goals while preparing their taxes.

Security concerns could keep the data tool down for weeks.