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The trustees who oversee Social Security project that retirees will not receive cost of living adjustments for the next two years.
August 24 -
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.
August 18 -
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.
August 12 -
Forty-six percent of the 1,000 corporations polled in a recent survey said they plan to reduce or eliminate employer contributions to their 401(k) plans or already plan to do so, even as their overall benefit budgets increase.
August 11 -
The Certified Financial Planner Board of Standards is proposing to require individuals who want to become a CFP to prepare an integrated, written financial plan and present it.
August 11 -
You should know if your clients should sell their insurance policies
August 5 -
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Market declines increase the need for estate plan reviews
August 5 -
Accounting firm Plante & Moran has introduced a Liquidity Stress Test tool that manufacturing businesses can use to assess their working capital needs.
August 4 -
SunGard and iShares are partnering on a system that will allow advisors and third-party administrators to incorporate exchange-traded funds as a standard option in retirement plans.
July 28 -
A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile market.
July 28 -
Accounting firm Conner Ash is offering wealth management and investment advisory services through its newly formed CA Advisory Group.
July 21 -
The Congressional Research Service has issued a new report, 401(k) Plans and Retirement Savings: Issues for Congress, that describes seven major policy issues facing defined contribution plans:
July 21 -
The American Institute of CPAs has opened a PFP Practice Portal for CPAs who are interested in becoming personal financial planners and earning the AICPAs Personal Financial Specialist credential.
July 16 -
Accounting firm Breslow Starling has been accepted into the Employee Benefit Plan Audit Quality Center by the American Institute of CPAs.
July 13 -
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To help ameliorate the declines experienced during a bear market, the investment community has long advocated diversifying one's equity holdings across various equity asset classes, such as large-cap growth and value, mid-cap growth and value, and international stocks. Yet all the purported benefits of diversification somehow managed to fail spectacularly from late 2007 well into the first quarter of 2009. In fact, despite having their equity holdings distributed across many different types of equity mutual funds and stock holdings, the declines in investors' overall equity portfolio values over the period were unprecedented in the modern era.
July 8 -
Daniel C.S. Powell founded Christian Stanley in 2003 as a specialty-finance investment bank predicated upon the rapidly emerging life settlements industry. Powell, a former institutional broker with Morgan Stanley, says that he recognized the unique characteristics of the life settlement asset class and decided to develop a proprietary syndicate of institutional bidders seeking to acquire life settlement assets. "The prime objective of Christian Stanley is to serve as an efficient life settlement clearinghouse for the benefit of the greater economy and senior citizens across America."
July 8 -
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