What the public




Investors' Knowledge—
or Lack of It

A survey of 800 401(k) participants gave some insights into the general level of investment knowledge and participants' practices. Financial planners should note the poll revealed that plan participants are becoming more comfortable with equities but don't know how to use fixed-income investments to balance risk.


PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.