Financial Planning Section
The economic situation has caused many individuals, families and businesses to take a second look at their current, and future, financial status. Each week, OSCPA’s Financial Planning Section newsletter addresses a wide-ranging list of financial planning tools, updates and issues that members should consider when counseling their clients. Retirement planning, trusts, 401(k)s, and estate planning are just a few of the weekly topics. Your clients depend on you for current information and sound advice. Join the section that supports your financial planning expertise.
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Sep 01, 2011
A new survey shows that investors would rather pay their financial advisors commissions instead of a fee based on assets under management.
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Sep 01, 2011
The majority of individual investors in the United States say they've lost faith in the stock market, and almost half of respondents say they are not likely to ever put more money into the market again, according to a new report.
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Sep 01, 2011
The Federal Reserve says consumer borrowing rose by nearly $7.2 billion, fueled by greater demand for school and auto loans. A category that measures credit card use fell for the second time in three months.
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Sep 01, 2011
The SEC has approved a plan by the Financial Industry Regulatory Authority Inc. (FINRA) that will create a new operations professional license, with a qualification exam and continuing-education requirements.
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Sep 01, 2011
The SEC has proposed amendments to the broker-dealer reporting rule that would give the agency a better handle on whether B-Ds are properly holding their clients' cash and securities.
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Sep 01, 2011
A new study by Fidelity Investments reveals that investors want their retirement income plans in writing, but advisers are resisting.
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Sep 01, 2011
Growing up in a struggling economy can be tough, but it could possibly make our younger generations more money conscious, a trend CPAs in Ohio are addressing with the CPAs in the Classroom financial literacy program.
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Sep 01, 2011
The majority of Americans say they want and need income replacement projections for financing their retirement, but most do not have access to the data nor an understanding of how to translate their 401(k) savings into a stream of retirement income, according to new research.
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Sep 01, 2011
A majority of retirees rely on Social Security benefits and generally do not explore other sources of retirement income, according to a Government Accountability Office (GAO) report on retirement income.
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Sep 01, 2011
Effective July 21, the SEC said that any new investment advisor who is managing more than $25 million and less than $100 million will have to join smaller investment advisors in registering with the state regulatory authority where she or he is based. The only exceptions are Minnesota, New York and Wyoming where, because those states don’t require any examination of investment advisors, all investment advisors would still have to register with and be regulated by the SEC.
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