Labor Nominee Vows to Toe Trump Fiduciary Line
Criteria set out in Trump order “really regulates and determines the Department of Labor’s approach to the fiduciary rule,” R. Alexander Acosta told senators.
Wall Street Bonuses Not Keeping Up With Profits
New York Comptroller finds that NYSE firms had a 21% bounce in profits, but employees' average bonus rose just 1% last year.
Elder Financial Abuse Hurts Caregivers, Too
Allianz Life study finds costs soar for caregivers of previously victimized seniors.
SEC Shortens Trade Settlement Cycle to 2 Days From 3
The T+2 rule is designed to enhance efficiency and reduce risk, the SEC says.
Goldman Sachs Set to Hire Developer for New Robo-Advisor
Automated platform to serve wealthy clients, a job posting shows; the platform would be part of the investment management division.
Trump Education Department Now Allows Big Collection Fees on Defaulted College Loans
The new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
Qualified Longevity Annuity Contracts and Retirement Planning
The experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
Succession Planning and Key Person Life Insurance: The Tax Implications
The experts at Tax Facts discuss the tax and estate planning issues surrounding the death of a key person.
Tax Issues in Business Valuation
The experts at Tax Facts answer questions on how to value a small business.
Raymond James Nabs More Merrill, Wells Fargo Teams
The groups join in Virginia and Pennsylvania with client assets of about $350 million and $138 million, respectively.