An Offer the IRS Can't Refuse?
By Staff WriterThe prudent tax preparer and financial advisor always should strive to follow the letter of the tax code when it comes to preparing a client's...
August 01, 2002
Uphill ClimbAmid today's challenging market conditions, using the proper technology, especicially the right portfolio management software (PMS), can make a difference in your clients' bottom lines,...
July 31, 2002
ClarkBardes Reports Higher 2nd Quarter Net IncomeNU Online News Service, July 31, 5:15 p.m. -- Clark/Bardes Inc., North Barrington, Ill., is reporting $1.4 million in net income for the second ...
July 31, 2002
Prudential Hires Retirement ExecutiveNU Online News Service, July 31, 12:49 p.m. -- Prudential Financial Inc., Newark, N.J., has hired Jeffrey Wirth to be a senior vice president ...
July 31, 2002
NaviSys Updates Front Office PackageNU Online News Service, July 31, 3:10 p.m. -- NaviSys Inc., Edison, N.J. has released NaviSys Front Office 7.0, the latest version of its ...
July 31, 2002
Anthem Completes Trigon AcquisitionNU Online News Service, July 31, 5:55 p.m. -- Anthem Inc., Indianapolis, says it will complete its previously announced $4.2 billion acquisition of Trigon ...
July 31, 2002
New York Life Promotes TwoNU Online News Service, July 31, 11:15 a.m. -- New York Life Insurance Company, New York, has named Michael Leahy to be chief operation ...
July 31, 2002
BISYS Reports Higher 2nd Quarter Net IncomeNU Online News Service, July 31, 5:35 p.m. -- The BISYS Group Inc., New York, is reporting $37 million in net income for the ...