Wealth management

A recent study finds that, as a general matter, forecasts from stock analysts of corporate earnings in which the numbers are rounded to the nearest zero or five not only prove to be significantly more inaccurate than those that strive for penny precision, but turn out to be significantly more upwardly biased as well.

The rich are different -- and Daszkal Bolton makes the most of it

News and developments from the previous month in financial planning

There are several moving parts and material contingencies that one may encounter on the journey of making sure your clients' wealth lasts for as long as they need it to. For some, having resources last for their own life expectancy is the goal, while for others making assets last for generations is the objective.

The U.S. Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline deal to undo the potential economic harm of $600 billion in tax increases and spending cuts.

Wealth management firm Brinton Eaton, offers these eight tips to help investors and financial planning clients stay on track in the face of market volatility and uncertainty over the fiscal cliff.

The Securities and Exchange Commission has issued an Investor Bulletin to help purchasers of municipal bonds better assess the bonds’ credit risks.

Interactive Data Corp., a provider of evaluated pricing, valuation and reference data services, has released a new set of enhancements to its fixed income transparency tool Vantage, which are designed to effectively meet requirements of both the buy-side and sell-side in the evaluated pricing process.

The Securities and Exchange Commission has charged the media company TheStreet Inc., which publishes the financial news site TheStreet.com, and three of its executives with accounting fraud, accusing them of artificially inflating company revenues and misstating their operating income to investors.

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

The Internal Revenue Service and the Treasury Department have issued a set of proposed regulations on the 3.8 percent Net Investment Income Tax that takes effect next year as a result of the health care reform law, along with a FAQ page with questions and answers.

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!

GMI Ratings has compiled a second “Black Swan Risk List” identifying 40 North American companies with the highest risk of major drops in share prices within the next six months.

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.