T+1 Inches Closer After Robinhood GameStop Frenzy
By Melanie WaddellFormer SEC Chairman Jay Clayton agreed Tuesday at DealBook's DC Policy event that "time has come" for T+1.
February 24, 2021
BNY Mellon U.S. Master Trust Universe Returns 9.4% in Q4Non-U.S. equities topped U.S. equities in the trusts, BNY Mellon reports.
February 24, 2021
4 Ways to Give Clients a 'Wow' ExperienceThese tips from Janus Henderson's Knowledge Labs also work well for BDs that want to surpass their advisors' expectations.
February 24, 2021
HHS Nominee Becerra Talks About Biden Medicare Buy-In Plan ThinkingRepublicans questioned whether Xavier Becerra knows enough about health policy.
February 24, 2021
Will the 2021 Tax Filing Deadline Be Extended? CPA Group Asks IRS for ClarityReports indicate IRS may move the April 15 deadline if Congress approves another round of economic impact payments.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 24, 2021
Equitable Increases Buffered Annuity SalesMark-to-mark accounting caused a net loss, but operating income increased.
February 24, 2021
6 Ways to Make Your Agency Stand OutA marketing communications specialist has some helpful ideas.