Disclosure Definition Financial Planning


Task Force on Climate-Related Financial Disclosures Report Will Shape Future Expectations for Climate-Related ... - The National Law Review
The recommendations call for organizations to disclose the “actual and potential impacts of climate-related risks and opportunities on the organization's businesses, strategy, and financial planning where such information is material.” Final Report at 20.

Executives in hot seat as Commonwealth Bank feels the pinch - The Australian
In July 2014, Narev was pilloried by the media for taking a holiday in Indonesia with his family amid the fallout from the financial planning crisis that swept the bank. ... and this will include protecting the bank from reputational damage (after the.

Early Tax Abatement Disclosures Under GASB 77: Incomplete, Mislabeled—and Occasionally Spectacular ... - Bloomberg BNA
As of early June, more than a dozen local governments have issued Comprehensive Annual Financial Reports (CAFRs) reporting for the first time how much revenue they lost to economic development tax break programs. Some of these ... By every other.

Vermont poised to become latest state to set up retirement plan for small businesses - InvestmentNews
Vermont will likely become the latest state to create a retirement plan for its small businesses, in a play to boost retirement savings by increasing the number of private-sector employees covered by a workplace plan . The Vermont legislature passed an&nbsp.

How to select the right TDF for a 401(k) plan - InvestmentNews (blog)
The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification. For advisers, this is directly aligned with the obligation under the Employee.

GASB proposes changes to debt disclosures - Journal of Accountancy
Debt-related disclosures in notes to state and local government financial statements would change under a new proposal issued by GASB. ... The definition of debt for purposes of note disclosure would exclude leases, which are covered by Statement No.

Criminal Finances Act 2017: a wealth manager checklist - Citywire.co.uk
The new legislation aims to prevent the facilitation of tax evasion in the UK and abroad and will immediately impact UK financial services firms. ... And nearly 25% are informed but have no current plan to put in the necessary program which will create.

MFS Investment Management sued over claims of self-dealing in 401(k) plans - Pensions & Investments
Massachusetts Financial Services Co. et al., claims the company "loaded" two MFS 401(k) plans , worth around $700 million total, with high-cost in-house funds that cost participants millions in lost savings. "Defendants have used the plans as an.

CFP Board to set guidance on compensation disclosure
Differing definitions of “fee-only” were hashed out by the Certified Financial Planner Board of Standards Inc., NAPFA and the Financial Planning Association earlier ... has renewed its focus on compensation disclosure in the wake of recent enforcement.

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TerraForm Power Reports 1Q 2017 Financial Results and Files Form 10-Q - GlobeNewswire (press release)
These statements involve estimates, expectations, projections, goals, assumptions, known and unknown risks, and uncertainties and typically include words or variations of words such as “expect,” “anticipate,” “believe,” “intend,” “ plan ,” “seek.

Nevada Imposes Fiduciary Obligations on Broker-Dealers and Investment Advisers - The National Law Review
Broker-dealers and investment advisers (and their representatives) were expressly excluded from the definition of “ financial planner ” and were not subject to the provisions of the financial planner law. As a result of the .... Although broker-dealers.

The Changing Definition of Plan Fiduciary and Why Plan Sponsors Should Care
This definition of plan fiduciary as it relates to financial advisors for retirement plans will be a substantive change which can have an effect on the fee disclosure regulations as well. DISCLAIMER: Because of the generality of this update, the.

SEC to Tailor Disclosure Regime Under New Chair Clayton - Bloomberg BNA
involving disclosure of trends and uncertainties that could affect a company's business. At the same time, the Financial Accounting Standards Board has proposed a more restrictive definition of “materiality” that would give companies more leeway to.

Tax Group Mulls Marketplace Seller Voluntary Disclosure Plan - Bloomberg BNA
Sellers who participate in the “Fulfillment by Amazon” program and similar arrangements with other online marketplace providers would be able to make use of a proposed short-term voluntary disclosure period now being weighed by a Multistate Tax&nbsp.