Wealth management

Many U.S. employers intend to restore company 401(k) matches that were suspended or reduced during the market downfall, according to a new survey by HR consultancy Hewitt Associates.

iia, auditors, sec, proxy, disclosure

More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey by the American Institute of CPAs.

The American College, a nonprofit educational institution that offers various financial services certification programs, is waiving its new-student fee of $130 for anyone who registers for their first course by Feb. 26.

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

The American Institute of CPAs has given its 2009 Personal Financial Planning Distinguished Service Award to financial advisor Beth Gamel.

A new study shows that the majority of Americans think wealth is beyond their reach and it won’t be easier to get rich any time soon.

Many wealthy Americans are rethinking their vision of retirement planning, according to a new survey of the affluent.

SunGard has introduced MyWealthSeries, a set of online financial planning tools that advisors can offer their clients and prospects from their own Web sites.

IMGCAP(1)]With middle-class families taking big losses in their 401(k) and other investments, many are concerned that they might not have enough money to retire without running out.

The recession has caused a significant number of America’s wealthy to re-evaluate their lifestyles, according to a new survey.

FINANCIAL EDUCATOR LAUNCHES ADVOCACY PORTAL

The recent implosion of the major stock market indices has hit Baby Boomers pondering retirement particularly hard - right in the proverbial nest egg. Many people are opting to remain in the workforce longer given the loss in their retirement portfolios. With this longer work horizon, planning for retirement and the location of retirement is still a goal for many.

HOUSE APPROVES 45% ESTATE TAX EXTENSION

The ongoing economic downturn offers accountants the opportunity to extend their reach and help their clients at a time when they are most needed.

San Diego wealth management firm Rowling, Dold & Associates has joined Moss Adams Wealth Advisors, the wealth management division of accounting firm Moss Adams.

The American College, an educational institution devoted to financial services classes, has created a $500,000 scholarship fund to offer financial aid to veterans.

Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.

The number of employers planning to offer annuities to participants in their 401(k) plans is expected to grow as companies look for ways to provide workers with a steady distribution of benefits during retirement, according to a new survey.

The Securities and Exchange Commission has voted to require companies to disclose more information about their compensation practices and the background of their board members.