KPMG LLP endured another blow in its tax shelter case this week, when a federal judge in Texas ruled that tax shelters based on fake bank loans are not legitimate tax write-offs, according to the New York Times.
Three executives of National Planning Corp., Sean Haley, Bryan Jacobsen and Austin Moon, have received promotions.
As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.
Emplanet aims to make it easier and cheaper for small companies to offer retirement plans
The $4.5 million computer-driven service, called Financial Engines Inc., is to begin in the middle of the year.