Financial Accounting, Reporting & Analysis

Jan 30, 2019, 08:20 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including a crucial part of estate planning and how investors can best use a 529 plan.

Jan 16, 2019, 08:41 AM by User Not Found

To help clients position themselves for the year ahead, members of the American Institute of CPAs (AICPA) that have also earned financial planning credentials shared planning tips to help Americans improve their financial situation.

Jan 16, 2019, 08:35 AM by User Not Found

American joblessness has plummeted to its lowest level since the 1960s, leaving monetary policy makers and economists alike wondering if wages could suddenly jump higher.

Jan 16, 2019, 08:31 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including retirement planning tips for tax clients and hard financial lessons learned from the government shutdown.

Dec 20, 2018, 11:15 AM by User Not Found

A new Risk Alert publication issued by the SEC’s Office of Compliance Inspections and Examinations (OCIE) encourages advisers to “review their risks, practices, policies, and procedures regarding electronic messaging.”

Dec 20, 2018, 11:14 AM by User Not Found

Amid elevated volatility and concerns about an economic slowdown, Americans say that politics presented the most worrisome threat to their well-being, according to a recent survey by Allianz Life.

Dec 20, 2018, 11:11 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how to avoid an IRA tax bomb and teaching kids about money and stocks.

Dec 4, 2018, 09:45 AM by User Not Found

More than 62 million Americans receive Social Security benefits, and the money that they receive every month goes a long way toward supporting their financial needs. With benefits available either for retirees or those who become disabled, Social Security plays a vital role in protecting people from financial hardship. Every year, Social Security changes somewhat, with many provisions getting updated on an annual basis. Here are changes happening over the coming year.

Dec 4, 2018, 09:39 AM by User Not Found

About three-in-ten U.S. adults (29%) have a child younger than 18 at home, and 12% of these parents provide unpaid care for an adult as well. All told, these multigenerational caregivers provide more than two and a half hours of unpaid care a day, on average, according to a new Pew Research Center analysis of Bureau of Labor Statistics data.

Dec 4, 2018, 09:22 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how the new tax law affects vacation-home owners and why financial planning software is leading the way among most widely adopted technologies.

Nov 12, 2018, 08:04 AM by User Not Found

SEC enforcement actions involving registered investment advisers and investment companies increased 31.7% for its fiscal year ending in September, according to the SEC enforcement division report on its annual results.

Nov 12, 2018, 08:03 AM by User Not Found

The SEC has launched a series of exam initiatives focused on mutual funds and exchange-traded funds (ETFs). The exams will target circumstances in which retail investors could be disadvantaged and review whether registrants have met their regulatory and other legal obligations, OCIE states.

Nov 12, 2018, 07:45 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including Americans' climbing financial satisfaction and new cost of living adjustments from the IRS.

Oct 29, 2018, 07:33 AM by User Not Found

Among the generations in the U.S. workforce, millennials have the strongest instinct to develop a financial plan - yet they feel the most anxious and insecure that they will get it right.

Oct 29, 2018, 07:29 AM by User Not Found

High-net-worth clients are looking to advisors for tax help, but in many cases, advisors aren’t delivering. More than half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.

Oct 29, 2018, 07:26 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how to boost 401(k) participation and what a couple's retirement might look like when there's a big age gap.

Oct 17, 2018, 09:52 AM by User Not Found

The Certified Financial Planner Board of Standards is making it clear that it opposes state regulation of financial planners.

Oct 17, 2018, 09:50 AM by User Not Found

With 401(k) plans turning 40 years old, a Schwab Retirement Services survey finds that a majority of boomers feel their own 401(k) plans are in better shape than ever.

Oct 17, 2018, 09:47 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including interesting stats on who is paying income taxes and millennials investing.

Oct 4, 2018, 09:54 AM by User Not Found

Legislation approved by the House of Representatives Sept. 27 would make it easier for employers to include annuities in workplace retirement plans.