Financial planning

While half of all individuals with at least $500,000 in investable assets are women, just 34 percent expressed confidence they would have enough money to live comfortably in retirement, while fully half feel they need assistance in managing their finances.

A majority of Americans believe that retirement planning is easier for unmarried people, according to a new survey, but those perceptions are probably wrong.

The Labor Department has decided to delay and reconsider a proposal to expand its definition of the term “fiduciary.”

I discovered yesterday that a gift card that was supposed to expire this month, according to the front of the card, actually expired over a year ago.

The “say on pay” disclosure provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act will not help the boards of public companies better manage executive compensation, according to a new survey by accounting and consulting firm BDO USA.

Regional CPA and business advisory firm Wipfli has formalized its Public Company Services Practice, a unit that will serve emerging growth and midsized publicly held companies as well as those considering initial public offerings.

The Texas Society of CPAs has issued some tips for self-employed business owners for funding their retirements.

A new study from Fidelity Investments found that 401(k) investors who pulled out of the equities market during the 2008-2009 economic downturn experienced only 2 percent growth, while those who maintained their investment strategy eventually saw growth of 50 percent by the second quarter of this year.

SEC ADOPTS 'LARGE TRADER' REPORTING RULE

The family office was frequently a separate entity, with employees ranging from a chief executive or chief financial officer, to a staff of bookkeepers and personal assistants who could do everything from monthly financial statements to booking travel and personal-care appointments.

IMGCAP(1)][IMGCAP(2)]In the last month, the Dow Jones Industrial Average has dropped by more than 10 percent, and that significant change has investors and market participants on edge, concerned with what stock market volatility will do next and what repercussions it will have on the economy more generally.

Registered investment advisory-focused consulting firm RIA In A Box has introduced a bookkeeping service.

IMGCAP(1)]Limited capital is a reality of business.

IMGCAP(1)]If there ever were a “good year to die,” that would have been 2010.

The American Institute of CPAs has written a letter to the Internal Revenue Service asking the IRS to extend the due dates for filing the estate tax form for last year and this year and for a new form for allocating the increase in basis for property acquired from a decedent.

Rising home prices, combined with a slight improvement in real wages, have led Deloitte to post an increase in its Consumer Spending Index in July for the first time since January.

Despite the debt limit deal that Democrats and Republicans in Congress managed to hammer out at the 11th hour this week, the U.S. Treasury is still facing the threat of a credit rating downgrade.

After the passage of a New York State law allowing same-sex couples to marry, a New York City wealth management firm has named a new CPA partner to provide same-sex couples with financial planning advice.

Women are less likely than men to concentrate on financial planning, according to a new survey on financial wellbeing and health.

GROUPS BACK UNIFORM FIDUCIARY STANDARD