Financial planning

Only 57 percent of investors said their financial advisors proved their worth in navigating recent market conditions, according to a new report.

The International Valuation Standards Council has released a discussion paper seeking views on the need for improved standards for valuation of investment property.

John Azodi teaches CPAs the value of financial planning

Highlights from the world of financial planning in the previous month

Research tells us that 90 percent of heirs will reject their parents' financial advisors, and 70 percent of widows will change advisors after their husband's death. Can you afford that level of loss?

It’s that time of the year again. We have tweeted, connected, pinned, blogged and vlogged our way through 2012 – and now it’s time to look at what’s on accounting marketers’ bucket lists for 2013!

The Great recession of 2007-2010 wiped out almost 40 percent, or two decades worth, of Americans’ wealth, the Federal Reserve said earlier this year. This shift in wealth will have a major impact across all aspects of family and wealth, not only for the middle class but also for wealthier people and business owners.

Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments.

Most Americans, particularly women, are woefully underprepared for retirement, with four out of 10 women having less than $10,000 saved, and only 21 percent having more than $100,000 in all of their investment accounts, according to research from Mintel.

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and transgender and other nontraditional families.

Rothstein Kass has released its updated financial statement manual for alternative investment funds such as hedge funds and hybrid funds.

The race is on for wealthy Americans to save on taxes before Jan. 1.

Making the choice that's right for your firm

Individual retirement account allocations tend to vary by age and account balance, but not much by gender, according to a new study.

PricewaterhouseCoopers US has published a new edition of its annual guide, “Managing Your Wealth: Guide to Tax and Wealth Management.”

The American Institute of CPAs plans to publish its first book for the consumer market early next year.

Monthly benefits for nearly 62 million recipients of Social Security and Supplemental Security Income will increase 1.7 percent in 2013, the Social Security Administration said Tuesday.

The Internal Revenue Service’s cost basis reporting requirements remain a challenge for many financial services firms as the IRS continues to phase in the requirements, according to a new report.

Accounting and financial reporting consume 32 percent of the average family office's time, according to a new report.

The New York State Society of CPAs has asked Congress to consider new legislation that would temporarily waive tax penalties for taxpayers who are forced to make early withdrawals from retirement accounts due to financial hardship caused by the economic crisis.