Accounting

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Four out of five executives believe there will be a recession in the next six months, according to a survey from PwC.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

Sheldon Whitehouse, D-Rhode Island, and Roger Wicker, R-Mississippi, introduced bipartisan legislation to put more responsibility on accountants and other financial professionals to safeguard against money laundering and other crimes.

The Securities and Exchange Commission charged several investment advisors with combined penalties of $1 million for violating the Investment Advisors Act's Custody Rule.

Serving a single family can be a complex — but profitable — niche.

Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.

The results come from the College for Financial Planning’s first cohort of scholarship winners.

The commission issued a 500-plus-page proposed rule Monday that would mandate corporate disclosure of greenhouse gas emissions.