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In a union that would create one of the largest CPA and business advisory firms in California, Top 100 Firm Burr Pilger Mayer is merging with Windes & McClaughry Accountancy Corp., effective Jan. 1, 2012.
October 3 -
In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. When the editors of Financial Planning sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. That was only natural: The financial planning community has consistently turned out smart individuals who strive to bring their best to clients and the profession as a whole. Here’s a look at this year’s honorees:
October 3 -
Sitting by the phone not working for you? Get the word out that you've got what it takes to handle high-net-worth clients.
October 1 -
Curt Anderson, a financial advisor at Busey Bank in Champaign, Ill., used to be a corporate president. But as many others can attest, "Being president isn't all it's cracked up to be," Anderson says.
October 1 -
With people living longer and retirements stretching to 35 years, the need for income is greater than ever.
October 1 -
After a decade-long bull run, the pace will slowbut the performance will still beat anything you'll find at home.
October 1 -
Fund fees make a difference, so get your clients the best deal.
October 1 -
Forget the boomers, look to China's younger generation as a new and diverse source of investment opportunities.
October 1 -
Community banks oppose capital One Financial Inc.'s proposed $9 billion acquisition of ING Direct USA, saying it would increase systemic risk.
October 1 -
After nearly three years of research and development, PNC Wealth Management has rolled out PNC Wealth Insight, a new tool that allows clients and advisors to watch and manage investments online.
October 1


