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29 Jan 2015, 6:00 am
First, it is well known that recommendations by the proxy advisory firm Institutional Shareholder Services (ISS) play a key role in determining the voting outcome. [read post]
29 Jan 2015, 5:05 am
But even so, the supplemental disclosure about the relationship between PokerTek, Multimedia, and the financial advisor which was obtained as a price of the settlement was that the financial advisor had never previously performed services for either company. [read post]
29 Jan 2015, 4:07 am
In the following guest post, Bill Boeck, who is senior legal and claim resource worldwide for cyber and executive risk coverages and claims at Lockton Financial Service, takes a look at the top cyber risk developments to watch in 2015. [read post]
26 Jan 2015, 1:12 pm
Vincent Connor further examined the shifting landscape of legal service provision since the financial crisis. [read post]
26 Jan 2015, 8:24 am
FINRA found that BD OPS also provided supervisory and compliance services for Sigma Financial’s affiliated investment advisor and another broker-dealer. [read post]
26 Jan 2015, 4:49 am
Senior Advisor to IPG. [read post]
26 Jan 2015, 4:25 am
Qualified Plan Overview for Advisors from National Benefit Services, Inc. [read post]
22 Jan 2015, 1:40 pm
In general, a donor advised fund (“DAF”) is an account hosted by a sponsoring 501(c)(3) organization, usually a community foundation or a nonprofit affiliate of a financial services company, that is funded by a donor’s contributions in the form of cash, stock, or other assets. [read post]
22 Jan 2015, 11:31 am
In addition to obtaining regular credit reports, it's a good idea to have duplicate copies of monthly account statements sent not only to the elder, but to their trusted Financial Advisor, attorney, CPA, or a trusted family member. [read post]
20 Jan 2015, 1:52 pm
No Medical Exam Necessary As advisors, we are well aware of clients’ reluctance to take medical exams. [read post]
19 Jan 2015, 5:22 pm
Figuring out spending is probably the hardest part of financial planning. [read post]
18 Jan 2015, 9:17 pm
Voluntary community liabilities might include service on civic boards or a church vestry, or charitable pledges. [read post]
16 Jan 2015, 5:57 am
After all, a cop’s years of good service matter enormously, while others’ years of good service are dismissed out of hand. [read post]
15 Jan 2015, 7:24 am
FINRA’s findings echo the allegations made by hundreds of investors against Popular Securities and UBS Financial Services, Inc. [read post]
14 Jan 2015, 10:26 am
Proxy Services – OCIE intends to examine proxy advisory service firms and investment advisers’ compliance with their fiduciary duty in voting proxies on behalf of investors. [read post]
14 Jan 2015, 10:26 am
Proxy Services – OCIE intends to examine proxy advisory service firms and investment advisers’ compliance with their fiduciary duty in voting proxies on behalf of investors. [read post]
14 Jan 2015, 4:00 am
Tamara Dews has been appointed Senior Policy Advisor for Economic Development. [read post]
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]
12 Jan 2015, 3:22 pm
” Financial Advisor Magazine named five companies on the precipice of junk: Continental Resources, Transocean Ltd., Noble Corp., Weatherford International Plc and Superior Energy Services Inc. [read post]
12 Jan 2015, 11:55 am
Williams suggests that medical bills are not paid because people do not understand them (as cited in a recent report by the Consumer Financial Protection Bureau). [read post]
