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Editors' Picks

  • CPA Financial Planners Find Clients Wary of Markets

    February 4, 2010

    More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey by the American Institute of CPAs.

  • Majority Believe It’s Harder to Get Wealthy Now

    January 19, 2010

    A new study shows that the majority of Americans think wealth is beyond their reach and it won’t be easier to get rich any time soon.

  • Retirement Priorities Shifting for the Rich

    January 19, 2010

    Many wealthy Americans are rethinking their vision of retirement planning, according to a new survey of the affluent.

  • SunGard Offers Online Financial Planning Tools

    January 19, 2010

    SunGard has introduced MyWealthSeries, a set of online financial planning tools that advisors can offer their clients and prospects from their own Web sites.

  • Wealthy Americans Shift to Tighter Budgets

    January 12, 2010

    The recession has caused a significant number of America’s wealthy to re-evaluate their lifestyles, according to a new survey.

  • PFP NEWS

    January 11, 2010

    Financial educator launches advocacy portal; Capco starts wealth management group; Kurtz to lead FPA; CFP Board adds three members.

  • Moss Adams Merges in Rowling Dold

    January 5, 2010

    San Diego wealth management firm Rowling, Dold & Associates has joined Moss Adams Wealth Advisors, the wealth management division of accounting firm Moss Adams.

  • Advisor Software Buys Asset Management Firm

    December 28, 2009

    Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.

  • Capco Starts Wealth Management Group

    November 17, 2009

    Consulting firm Capco has introduced a North American Wealth and Investment Management Group to help build the wealth and investment management capabilities of various types of financial firms.

  • Raymond James Raises Minimum AUM for Investment Advisors

    October 29, 2009

    Raymond James Financial Services is increasing the minimum level of assets under management that it requires new registered investment advisors affiliated with its Investment Advisors Division to hold, from $30 million to $50 million.

  • Financial Advisors Identify Ways to Build Business

    September 15, 2009

    Financial advisors and wealth managers are doing better with their business-building efforts by using marketing and social media, according to a new survey.

  • IRS to Assign Corporate Auditors to Swiss Bank Cases

    September 1, 2009

    The Internal Revenue Service plans to reassign many of the auditors from its corporate division to a newly created office that will deal with wealthy tax evaders, including those with UBS bank accounts.

  • AICPA Surveys Wealth Advisors on Best Practices

    August 18, 2009

    The American Institute of CPAs is conducting a study on the best practices of CPA wealth advisors to understand what makes the most successful ones stand out from the pack.

  • More Career Women Managing Company Finances

    August 12, 2009

    It can be described as Fortune Magazine meets Oprah. “It” in this context is Pink Magazine and its founder, Genevieve Bos, who was on hand to usher in the formal beginning to The Forum for Women in Accounting and The Forum for Recruiting and Retention.

  • Conner Ash Forms Investment Advisory Group

    July 21, 2009

    Accounting firm Conner Ash is offering wealth management and investment advisory services through its newly formed CA Advisory Group.

  • Empowering Advisors

    July 9, 2009

    Just as clients count on their CPAs as trusted partners in achieving their goals, over 600 leading CPA and financial advisory firms count on 1st Global, a member of FINRA and SIPC, as a trusted partner in providing world-class wealth management services.

  • Wealth Magnets

    July 8, 2009

    Third Ranking of CPAs by AUM

  • Wealth Management Product Targets CPAs

    June 11, 2009

    BNA Software and Scivantage’s Financial Guidance division have released BNA Wealth Manager, a wealth management software product designed for use by CPAs.

  • Beyond the Magic Number

    May 22, 2009

    Americans today are being forced to review their retirement planning goals with greater scrutiny.

  • Struggling With a Life Crisis

    May 20, 2009

  • Financial Guidance Geared Toward Women

    May 20, 2009

  • Financial Planning Briefs

    May 20, 2009

  • Swiss Signal Compromise over UBS Tax Shelters

    April 27, 2009

    Swiss President Hans-Rudolf Merz told a news conference that he had talked with U.S. Treasury Secretary Timothy Geithner over the weekend about dropping a case against UBS over its tax shelters in return for signing a new tax treaty between the two nations.

  • Exit Planning For Entrepreneurs

    April 23, 2009

    What are the biggest challenges in selling a business? How can you help your clients prepare for succession or exiting their businesses?

  • Shooting for the stars

    April 19, 2009

    The Internal Revenue Service now has a new interest in sports and entertainment - and not just as a spectator.

  • Increase Efficiency, Cash Flow and Profits With Integrated Back-Office Tools

    April 19, 2009

    View this on-demand web seminar to learn how to help your legal clients increase efficiency, cash flow and profits with integrated back-office tools designed specifically for law firms.

  • WEALTH MANAGEMENT IN A WEAK ECONOMY: A Web Seminar Series WHEN RETURNS DON’T MEET PLAN EXPECTATIONS

    April 19, 2009

    Clients might have retired, or planned to retire, based on certain return assumptions. But a weak economy could derail the best laid plans. How can a wealth advisor help these struggling clients?

  • Estate Tax Planning for 2009 and Beyond

    April 7, 2009

    With the repeal of the federal estate tax set for 2010 and its reinstatement scheduled just one year later, estate tax planning has become more complicated than ever.

  • A Toolkit for the Financial Planner

    April 5, 2009

    Given the current economic situation, conducting a financial planning practice isn't getting easier. With the financial uncertainty of the past several years, investors have become uncomfortable with the 'business as usual' planning approach.

  • Advising Younger Generations About Investing

    April 5, 2009

    Gen X and Y may reap some big benefits from the bear market, and advisors who target those generations could profit from helping them.

  • Boomers Making Seismic Plan Changes

    April 3, 2009

    More than half of affluent 60-year-olds are revamping their retirement plans, according to Bell Investment Advisors' fourth annual Affluent Boomers at 60 Survey of 500 high net-worth 60-year-olds.

  • IRS Provides COBRA Guidance

    April 2, 2009

    The Internal Revenue Service has issued guidance to clarify the COBRA benefits offered under the recently passed stimulus bill.

  • Tax Strategies for IRA Owners Affected by the Market

    March 31, 2009

    The sharp stock market decline we've experienced has no immediate tax effect on pre-retirement-age taxpayers who invested their traditional IRAs or Roth IRAs in stocks and mutual funds, since losses as well as gains are not recognized within either type of IRA.

  • Financial Planning Briefs

    March 31, 2009

  • Seniors Lack Economic Security

    March 31, 2009

  • Watershed Era for Environmental Investing

    March 31, 2009

  • RIA Ability to Monitor Data from Banks, Brokerage Houses

    March 31, 2009

    Financial advisors will get on-demand access to a complete view of their clients' financial portfolio, including assets held at competing brokerage firms.

  • Saving More, Cutting Debt

    March 31, 2009

  • Aiding 401(k) Filing Requirements

    March 31, 2009

  • Cost Cutting and Saving

    March 27, 2009

    American families are said to have a newfound commitment to cutting household expenses and saving money, according to the First Command Financial Behaviors Index that was just released.

  • Be a Hero to your clients - Help them save time and money

    March 24, 2009

    Now more than ever, it's important to streamline business and accounting processes. Accountants face particularly complex issues when recommending solutions to their clients, as they have to keep in mind cost while still providing top-of-the-line services.

  • ADP Expands Retirement Services

    March 24, 2009

    ADP has launched ADP Access, a retirement program that combines the benefits of ADP's 401(k) plan recordkeeping services and the guidance of a financial advisor.

  • Grant Thornton Launches Hedge Fund Services Unit

    March 23, 2009

    Global CPA and business-advisory firm Grant Thornton is gearing to launch a new practice unit -- hedge fund internal control, governance and regulatory compliance services.

  • Questions to Ask

    March 20, 2009

    Today is the first day of spring and it's a welcome sight for those of us in the Northeast. It's been a rather interesting winter, to say the least.

  • Free Webcast: What You Need to Know About Estate Planning

    March 18, 2009

    No matter how much money your client has, it's crucial to have a basic estate plan simply to ensure that the financial goals of the client are met after the client dies.

  • Clients, Advisors Urgently Seek Answers

    March 15, 2009

    As the economy worsens and unemployment continues to rise, many people who have stayed invested may be asking themselves if they made a mistake by not selling out and remaining in cash.

  • HBK Acquires Stikelether

    March 16, 2009

    CPA firm Hill, Barth & King has acquired Stikelether & Associates of Fort Pierce, Fla., expanding the firm's presence on the state's "Treasure Coast."

  • Do What You Love

    March 13, 2009

    Mary Lloyd says that retirement is simply not for old folks, anymore!

  • Securities Settlements Down 50 Percent

    March 12, 2009

    The average settlement as a result of securities class-action litigation dropped more than 50 percent in 2008, to $31.2 million, according to a report from Cornerstone Research.

  • Shareholder Meetings Likely to Be Contentious

    March 10, 2009

    Accounting firm BDO Seidman anticipates that shareholder meetings this year will be dominated by concerns about excessive executive compensation, recession plans and credit concerns.

  • Seniors Lack Economic Security

    March 6, 2009

    So, do you get the feeling that American seniors will be living longer but on less money?

  • Financial Planning Video Site Launches

    March 5, 2009

    The American College has introduced a video-on-demand Web site that will provide information for financial planners on wealth management and related topics.

  • Tax & Financial Planning News

    March 1, 2009

    Crisis center launched; Avalara launches blog; Copanion names CFO; Morningstar ponders credit ratings; CCH names sales tax team; Advent net jumps; ADP net and sales rise; and SpeedTax starts channel program.

  • These Ladies Are Savvy

    February 27, 2009

    Although admittedly many people look upon January 1st as the trigger-point for resolutions, an organization known as Savvy Ladies figures that April 15th is really the better date.

  • Bill Would Beef up Broker-Dealer Auditor Oversight

    February 27, 2009

    Rep. Paul Kanjorski, D-Pa., has introduced a bill in Congress to close a legal loophole that allowed Bernard Madoff's tiny auditing firm to avoid scrutiny.

  • Tax Season Essentials: Children's Investment Income

    February 26, 2009

    Children with investment income may have part or all of this income taxed at their parent's tax rate rather than at the child's rate, according to the IRS.

  • Don't count out mutual funds!

    February 23, 2009

    Talking with your clients about investment strategies may not be easy given the current economic climate, but preparation and ongoing assessment of an investor's portfolio are the keys to restoring confidence.

  • Straight talk on Boomer Retirement

    February 23, 2009

    A growing number of Baby Boomers, America's largest generation, are considering retirement in the midst of what many are calling the worst economic environment since the Great Depression. This year alone, Americans have seen the value of their 401(k) and other retirement plans decline by over $2 trillion.

  • Your Retirement Goals Pushed Back?

    February 20, 2009

    Despite tightening their wallets, Americans are now further from achieving their retirement goals amidst the weakening economy.

  • Gillan Named Senior Advisor at SEC

    February 19, 2009

    The Securities and Exchange Commission has appointed former Public Company Accounting Oversight Board member Kayla Gillan as senior advisor to new Securities and Exchange Commission Chair Mary Schapiro, effective immediately.

  • Can We Learn Something Here?

    February 13, 2009

    Canadian consumers are in structurally better financial shape than U.S. consumers.

  • SEC Begins XBRL Mandate for First 500 Companies

    February 11, 2009

    The Securities and Exchange Commission has begun requiring 500 of the largest companies to start filing their financial statements in an interactive data format.

  • Retiring: It's Not What's For Dinner

    February 10, 2009

    Retirement doesn't have to be just about bingo and shuffleboard.

  • On-Demand Services Enable SMBs to Save Money by Streamlining Travel and T&E processes

    February 10, 2009

    On-demand services allow individual employees to arrange their own business travel online, offering time savings and convenience. But unless the process is tightly managed, companies could miss out on opportunities to drive down costs and control spend.

  • Morningstar Ponders Credit Ratings

    February 9, 2009

    Morningstar has issued a statement that it is considering establishing its own credit-ratings systems in competition with rating agencies such as Moody's and Fitch, although it has no plans in place.

  • SEC Chair Wants to Beef up Enforcement

    February 9, 2009

    Securities and Exchange Commission Chairman Mary Schapiro announced plans to make it easier for SEC staff to bring enforcement actions and indicated that the Financial Accounting Standards Board would further modify fair value accounting standards.

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