With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans
Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'
Slam of Oracle's willingess to pay more taxes made a good sound byte -- but not much sense
Berkshire boss suddenly a lightning rod for criticism after stating wealthy should pay more; 'needs a day job'
Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.
Social media used by more than half of large businesses; lots of monitoring going on
Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode.
Fund firm says staying the course works; investors' resolve tested sorely this week
The major lobbying group for large broker-dealers last week urged the SEC to develop a new fiduciary standard that could change from customer to customer and which would be spelled out at the start of an adviser-client relationship
The longest-running Ponzi scheme ever? Philip Barry, a money manager from Brooklyn, was sentenced to 20 years in prison for running a $45 million Ponzi scheme that defrauded hundreds of investors over three decades.
The exam brings the SROIIA a little bit closer to acting as a self-regulatory organization over investment advisers. But will the SEC approve?
Taxpayers will be able to examine the qualifications of paid tax-return preparers in a database being built by the IRS that may be available as soon as 2013.
Influential group will endorse one of its own for small-firm seat; ramped-up regulations No.1 concern
In the high-stakes political game surrounding the adoption of a fiduciary standard, broker-dealer interest groups have outgunned their opposition in spending.
The creation of a self-regulatory organization for investment advisers took a step forward last week when the Consumer Federation of America dropped its longtime opposition to the idea, saying that an SRO would be better than relying on the chronically underfunded SEC as a regulator
Commission wants complaints lodged via e-mail, fax or online — but not by phone; what would McGruff think?
