Accounting

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

I had a strong opinion. Then our reporting changed my mind.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.

High-deductible plans open the door to tax breaks for high-income investors, an expert says.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.