Accounting

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.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

How advisors handle tax advice for their clients can depend on how large their firm is.

The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.

Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.

The SEC has tweaked certain accounting rules and is considering doing more.

Some clients may have to pay the money back if their jobs or salaries change.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.