Business Execs Turn Pessimistic on Economy: AICPA
By Michael S. FischerIn a survey, nearly half of respondents said the trade war had hurt their business.
September 05, 2019
IRS Gives Health Insurers Their 2020 ACA Section 9010 Tax BillCongress suspended the fee for 2019, and it could still suspend the fee for 2020.
September 05, 2019
Baird, Stifel Nab Wirehouse, Other Reps: Recruiting RoundupMeanwhile, Janney adds advisors from Raymond James in the Carolinas, and RIA Mercer Global Advisors buys a wealth group in Denver.
September 04, 2019
Regina Bedoya to Lead Million Dollar Round TableBedoya worked for Prudential for 11 years before setting out on her own.
September 04, 2019
529 Plans, HSAs Gaining Ground: AscensusA report looks at how savings strategies are evolving as college and health care costs rise.
September 04, 2019
How Morningstar's New Ratings Reality Will Affect Funds, ETFsA new analysis by the firm shows twice as many downgrades as upgrades, largely due to including fund costs in the formula.
September 04, 2019
TD Ameritrade, E-Trade Clients Can Now Check Portfolios With Google Assistant"RIAs don't need to pick up a device, stand in one place or use a keyboard," Dani Fava of TD Ameritrade Institutional says.
September 04, 2019
SEC Warns Advisors to Watch Principal Trading ActivityA new Risk Alert highlights the most common advisor compliance issues related to principal trading and agency cross transactions.