Financial Planning
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Large Ohio City Gets Hacked, Exposed Data May Include Credit Card & SSN Info
The city of Akron on Friday morning notified citizens whose sensitive information, possibly including Social Security numbers and credit card numbers, was compromised in a cyber attack and posted on the Internet.
Regions Bank settles $25M fraud complaint
Birmingham, Ala.-based Regions Financial Corp. has agreed to pay the Louisiana Firefighters' Retirement System $25 million to settle a complaint alleging that it was defrauded by a former portfolio manager, The (New Orleans) Times-Picayune reported April 26.
Wells Fargo enhances small business lending and services
Bank, small business lender expands services as annual Small Business Appreciation Celebration begins.
AICPA Survey Finds Americans Stress Over Money Impacting Sleep, Friendships and Health
Forty-seven percent of Americans are sleeping less due to high financial stress, according to a new survey by the American Institute of CPAs.
Money Smart Week helps develop better spending and saving habits
Five national organizations committed to promoting financial education are taking part April 20–27, 2013, in Money Smart Week, a national effort to help consumers make informed decisions about their personal finances.
New Consolidation Program and enhanced features highlight Adaptive Planning’s cloud-based analytics suite
New Release and Powerful Application Provide Complete, End-to-End Solution and Industry-First Features for Financial Consolidation and Analysis
First Financial Planning Competency Handbook released by CFP Board
CFP Board's First-Ever Book Published by Wiley
Investor Advocate Warns That Investors in Non-Traded REITs Could Have Losses They Don’t Know About
One of the nation's largest brokerage firms, LPL Financial has been ordered to re-pay more than $2 million in restitution to investors who bought shares of REITs that are not traded on the stock exchange.