Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
As Securities America Inc. deals with the sting of losing one of its biggest advisers, the independent broker-dealer continues to tighten its compliance practices and procedures.
More children could be trapped by the dreaded "kiddie tax" this year.
Building wealth beyond dollars for clients is more challenging and gratifying than peppering their holdings with the latest hot stock pick or designing a soundly diversified portfolio.
Certified public accountants who serve small businesses are poised to offer 401(k) plans to their clients, said Chandra Bhansali, president of AccountantsWorld LLC, an online company that provides payroll assistance to 110,000 accountants.
Consumer sentiment stabilized in November after a steep decline in October, according to the RBC CASH Index.
Billionaire Joseph Lewis has raised his stake in Bear Stearns to 8.01%, according to a filing with the SEC.
The economy added 94,000 jobs in November, according to a Department of Labor report.
The Senate approved a bill that would prevent 19 million middle-class taxpayers from paying the AMT this year.
Two organizations want insurers to have the option of being regulated federally or by the states.
