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13 Jan 2015, 8:25 am
XBRL is reported in a unique computing language, one that requires specific expertise outside the bounds of traditional financial or accounting training. [read post]
1 Sep 2023, 1:42 pm
Many of them were sold L-Bonds as a supplemental retirement income by their financial advisors and were either not told or didn’t fully understand the risks involved. [read post]
28 May 2007, 10:41 pm
First, we are asking every one to consider how they can help financially, either by making a financial contribution, having an employer contribute, or suggesting other donors. [read post]
18 Sep 2007, 7:00 am
This paragraph is based largely on Rule 3.546(c)(13)’s list of nexus-creating activities for financial services businesses. [read post]
20 Nov 2012, 12:54 pm
Stamer is recognized, internationally, nationally and locally for her more than 24 years of work, advocacy, education and publications on cutting edge health and managed care, employee benefit, human resources and related workforce, insurance and financial services, and health care matters. [read post]
27 Feb 2024, 12:53 am
It is also advisable to consult with a financial advisor or solicitor to understand all implications related to joint mortgages and property ownership. [read post]
11 Jul 2015, 2:14 pm
The heavy reliance by group health plans and health insurers upon internet based applications and portals to carry out online enrollment, claims administration and payment, reporting and a host of other key health plan functions makes it particularly important for health plans, their employer or other sponsors, fiduciaries, vendors, and other involved in health plan administration or using or accessing health plan data to verify and ensure the internet data sharing and other applications and portals… [read post]
12 Sep 2012, 11:36 am
On occasion, you might see an issuing entity that holds itself out as providing financial advice and/or investment services, but those firms are not necessarily financial institutions. [read post]
16 Apr 2021, 3:53 am
Kirkland and Ellis LLP served as legal advisor and Raymond James served as financial advisor to Francisco Partners. [read post]
14 Jan 2022, 9:07 am
It also placed restrictions on inducements paid to investment firms or financial advisors by any third party in relation to services provided to clients. [read post]
10 Sep 2018, 1:40 am
(d) Limitation Prior to the Upper Tribunal hearing, the FCA conceded during the course of case management proceedings that its case for fining Mr Burns in relation to the Advice failings was time-barred pursuant to the provisions of s 66 (4) of the Financial Services and Markets Act 2000 under which the FCA must take action by issuing a Warning Notice within three years(at the relevant time). [read post]
11 Jun 2020, 4:26 pm
In addition, the proposed regulations also invite comments about whether to expand the definition of a direct primary care arrangement to include a contract between an individual and a nurse practitioner, clinical nurse specialist, or physician assistant (as those terms are defined in section 1861(aa)(5) of the SSA) or other non-physician practitioner who provides primary care services under the contract and on how to define primary care services provided by a non-physician… [read post]
3 Dec 2014, 10:41 am
As a result, the independent public accountants that conduct their audits express “no opinion” on the financial statements of the assets they hold on behalf of plans. [read post]
5 Jan 2021, 3:15 am
And for general climate-related risks, financial institutions are also getting more state-level scrutiny, with the New York Department of Financial Services recently encouraging banks to set up governance and risk frameworks to manage climate change risks. [read post]
7 Jul 2011, 7:11 am
We suck at reciprocatingTry to count the number of financial advisors and insurance people that you know only using one hand. [read post]
1 Apr 2008, 8:40 am
If appointed, a guardian has the control over the ward's (the person who is represented by the guardian) personal and financial affairs. [read post]
8 May 2014, 12:44 pm
Onyx Capital Advisors, LLC, Roy Dixon, Jr., and Michael A. [read post]
1 Feb 2024, 6:19 pm
Stamer’s work throughout her career has focused heavily on working with health care and managed care, life sciences, health and other employee benefit plan, insurance and financial services and other public and private organizations and their technology, data, and other service providers and advisors domestically and internationally with legal and operational compliance and risk management, performance and workforce management, regulatory and public policy… [read post]
19 Feb 2024, 9:01 pm
Identify the trusted advisors who will be prepared to give immediate support and counsel in the event that an urgent need arises. [read post]
8 Feb 2024, 7:47 am
The federal H-2B visa program permits U.S. employers to temporarily hire nonimmigrants to perform nonagricultural labor or services. [read post]
