Financial and estate planning organizations

Article Abstract:

Financial planners are facing new areas of regulation corresponding to changes within the industry. Division of state and federal regulation of investment advisors is controlled by the Investment Advisers Coordination and Supervision Act of 1996. Government regulation, including important SEC regulation, is supplemented by self-regulation of professional organizations in this expanding area of investment.

User Contributions:

Comment about this article or add new information about this topic:

Comment:  (50-4000 characters)

Name:

E-mail:

Security Code:

Financial planning

Article Abstract:

Issues regarding financial planning are presented, including ethical considerations, measurement, role of technology, and services of the American Institute of Certified Public Accountants Financial Planning Division.

User Contributions:

Comment about this article or add new information about this topic:

Comment:  (50-4000 characters)

Name:

E-mail:

Security Code:

Investment planning

Article Abstract:

Issues regarding investment planning are presented, including stock options, tax planning, and the impact of technology on the delivery of investment services.

User Contributions:

Comment about this article or add new information about this topic:

Comment:  (50-4000 characters)

Name:

E-mail:

Security Code: