Financial planning

The American Institute of CPAs has issued additional guidance for CPAs who offer personal financial planning services, issuing practice standards that apply the AICPA's code of professional conduct to the PFP arena.

Many investors are strongly affected by a company's corporate social responsibility whether they know it or not, according to a new study by a group of accounting professors, and should take into account a company’s CSR record when picking stocks.

The Certified Financial Planner Board of Standards, Inc. is planning to move to computer-based testing for its CFP Certification Examination, starting in November.

Capital markets executives at leading investment banks are projecting continued growth in initial public offerings on U.S. exchanges in 2014, according to a new survey by accounting and consulting firm BDO USA that projects $66 billion in IPO proceeds on U.S. exchanges this year.

Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming.

The leading firms in wealth management carefully strategize their success.

A roundup of financial planning news from the previous month

While financial independence and what you need to do in order to maintain independence is clearly important, it isn't the only thing.

Among the nation’s billionaires, one of the most sought-after pieces of real estate right now is a quiet storefront in Sioux Falls, South Dakota.

The popularity of the shelter, known as the Walton grantor retained annuity trust, or GRAT, shows how easy it is for the wealthy to bypass estate and gift taxes.

A roundup of financial planning news from the previous month

Identifying the qualities of a top-notch financial planner

CEOs who are approaching retirement tend to inflate their earnings forecasts, according to a new study.

Municipal bonds typically represent an investor’s safest asset or the most conservative component of the overall investment portfolio.

Genworth Wealth Management is history. The large turnkey asset manager, with $20 billion in assets under management, on Wednesday announced a long-anticipated name change.

Estate planning for foreigners living in the U.S.

Picking the right new broker-dealer requires careful thought

PricewaterhouseCoopers US has released the latest edition of “Managing Your Wealth: Guide to Tax and Wealth Management,” the firm’s annual guide aimed at helping high-net-worth individuals, families and business owners better understand and play an active role in growing and preserving their wealth.

Clients often walk in the door with a relatively predetermined idea about how they’d like to leave assets to their children. But for advisors, it is important to help clients take into account the issues they might not have considered on their own, or may not have considered important when developing their plan.

Congress should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans, the American Institute of CPAs told Congress.