Financial planning

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.

Nearly seven out of 10 investors had confidence in the U.S. capital markets, according to a new survey by the Center for Audit Quality, and a record 79 percent had confidence in investing in U.S. publicly traded companies just prior to the government shutdown on October 1.

The CFA Institute has released the results of a survey of investor attitudes toward the varying proposals by the Financial Accounting Standards Board and the International Accounting Standards Board for accounting for expected credit losses.

What financial planning and wealth management services are successful firms offering?

Recent news in financial planning

Proper estate planning for your clients starts with you

The CFP Board unilaterally changed thousands of its certificants’ profiles on its website yesterday by removing the term “fee-only” and swapping it with “none provided.”

Visitors to the Crystal Bridges Museum of American Art in Bentonville, Arkansas, leave appreciative notes on a glass wall near the entrance.

The prospects for Chinese companies going public on the U.S. stock markets via reverse mergers appear to improving, despite the worries about accounting fraud that derailed several Chinese stocks in recent years.

Forty percent of Americans are spending more money on health care compared to a year ago, according to a new report by Bankrate.com, which found that only 8 percent are spending less.

More than half of Americans gave themselves an A or B grade on their saving and investing knowledge, while giving the average American a failing grade of D, according to a new survey.