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19 Dec 2022, 7:30 am by Ted Parson
  This does represent another step in the direction of concrete action, even though all matters of implementation and funding were deferred to future negotiations. [read post]
15 Dec 2022, 8:00 am by CFM Admin
However, a CA RIA that: (i) is deemed to have custody solely because it acts as the general partner of a limited partnership, or a comparable position for another type of pooled investment vehicle; and (ii) otherwise complies with the California custody rule described above is exempt from the $35,000 minimum (and instead is required to maintain the $10,000 minimum).Financial Reports. [read post]
15 Dec 2022, 4:00 am by CFM Admin
However, a CA RIA that: (i) is deemed to have custody solely because it acts as the general partner of a limited partnership, or a comparable position for another type of pooled investment vehicle; and (ii) otherwise complies with the California custody rule described above is exempt from the $35,000 minimum (and instead is required to maintain the $10,000 minimum).Financial Reports. [read post]
9 Dec 2022, 7:04 am by Joanna Herzik
Update 12/9/22: We received a report of more scams. [read post]
2 Dec 2022, 11:53 am by Will Korn
Update 12/2/22: We received a report of another scam. [read post]
24 Nov 2022, 8:07 am by Simon Lester
This view was taken up by Stoic philosophers early in the first millennium, in part relying on notions of the universal brotherhood of mankind[1]. [read post]
24 Nov 2022, 8:07 am by Simon Lester
This view was taken up by Stoic philosophers early in the first millennium, in part relying on notions of the universal brotherhood of mankind[1]. [read post]
17 Nov 2022, 5:05 am by Patrick McKenna
  Now this is not intended to be comprehensive, and in no order of priority, here are ten specific pitfalls that I would recommend you do your best to avoid: Fatal Trap #1: Strategic planning that is focused on fixing internal problems. [read post]
Such remuneration is provided by paragraph 2 of Article 91 of the BPS, which does not indicate the way to calculate it. [read post]