Financial planning

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.

In the third installment of the results of Accounting Today and Cetera Financial Specialists' "Seeking Success" survey, we examine the obstacles accounting firms have faced in launching financial planning and wealth management practices.

Consider a different way of funding future generations

Why serve the individual, when you can serve the whole family?

1st Global, a research and consulting partner to CPA and wealth management firms, said it is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management.

Nearly a third of consumers who work with financial advisors confess they have not told their advisors critical information that could affect their finances, according to a new survey.

A majority of large U.S. corporate pension plans were underfunded at the end of 2012, but Fitch Ratings said Thursday it believes funding levels at mid-year have improved with recent discount rate increases and strong equity market performance.

Research shows what drove accounting firms to start offering financial planning services

A roundup of financial planning news from the previous month

You want to be the head coach of your clients' advisors

Last month’s Supreme Court decision in U.S. v. Windsor held section 3 of the Defense of Marriage Act to be unconstitutional.