Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After All
By Jeff BermanMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 20, 2021
New Jersey Orders Second Firm to Stop Selling Crypto ProductsCelsius Network's accounts, in which customers deposit cryptocurrencies and are paid interest, are unregistered securities, the state says.
September 20, 2021
Adult Obesity Rate Bulges Over 35% in 16 StatesTwelve of the most obese states are in the South, and four are in the Midwest.
September 20, 2021
Morgan Stanley Sees Growing Risk of 20% Drop in S&P 500The worst-case outlook is based on signs of weaker growth and falling consumer confidence.
September 17, 2021
Here's What Consumers Want: Allianz Life CEOApollo's CFO talked about who's out there buying blocks of annuity business.
September 17, 2021
Northern Trust Names New CIOFormer Fidelity exec and hedge fund founder Angelo Manioudakis begins the new gig on Sept. 27. He replaces Bob Browne.
September 17, 2021
Schwab to Raise Fees for Retail Investors Buying Vanguard, Fidelity, Dodge & Cox FundsThe 50% fee hike applies to funds for which Schwab isn't compensated for shareholder servicing expenses.
September 17, 2021
Fidelity Institutional Adds Cybersecurity Solution for Wealth ManagersThe third-party offering from Armorblox can alert advisors of fraudulent emails, Fidelity says.