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5 Jan 2022, 2:01 pm
Klein and Company, a financial services firm headed by Michael Klein, who has been, according to the Delaware complaint, a “serial sponsor of SPACs. [read post]
19 Feb 2023, 12:02 pm
Stamer’s work throughout her 35 year career has focused heavily on working with health care and managed care, 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 and… [read post]
18 May 2011, 7:35 pm
She also works with plan fiduciaries, plan sponsors, insurers, administrators, brokers and advisors, bankruptcy trustees, creditors, debtors, service providers and their officers and directors about the prevention, investigation, mitigation and resolutions of civil and criminal liability arising from suspected or known benefit administration claims, breaches of fiduciary duty, privacy and data security breach, vendor disputes and other disputes arising in relation to… [read post]
28 Dec 2006, 3:48 pm
"There is increasing demand from a growing number of industry-leading, business application users for the delivery of information to decision makers in real or near-real time," said John Webster, Principal IT Advisor of Illuminata, Inc. [read post]
17 Dec 2020, 9:03 pm
The new rule provides exemptions for advisors who give time-limited advice about Rollover IRAs, among other things. [read post]
20 Jul 2023, 10:44 am
We expect these additions to meaningfully contribute to our unwavering commitment to provide excellent legal services to all our clients. [read post]
18 Jul 2014, 10:40 am
Managers that want to explore the alternative fee arrangement should discuss the implications with their tax advisor and legal counsel. [read post]
25 Oct 2011, 6:05 am
Within financial and time limitations, I’m going where I need to stay ahead of the changes. [read post]
24 May 2010, 11:29 am
(Mattapan, MA) Blc Financial, Inc. [read post]
8 Sep 2023, 6:51 pm
DNA-People’s Legal Services Legal Secretary. [read post]
9 Jul 2014, 1:15 pm
. --------------------------------- Part I: The 2014 OVDP On June 18, 2014, the Internal Revenue Service (the “IRS” or “Service”) announced “major changes” to its offshore voluntary compliance programs. [read post]
1 Apr 2023, 10:58 am
Provide legal services to new and existing clients. [read post]
23 Sep 2013, 8:47 am
CONTRIBUTED BYTrent Dykes, Megan Muir and Kiran Lingam (guest contributor from SeedInvest) I. [read post]
31 May 2014, 9:07 am
Stamer has more than 24 years experience advising health plan and employee benefit, insurance, financial services, employer and health industry clients about these and other matters. [read post]
13 Jul 2020, 2:55 pm
Background In December 2018, SI Financial Group, a New England financial services company, announced that it was going to merger into Berkshire Hills Bancorp. [read post]
19 Apr 2023, 9:01 pm
The Proposed Rule would also expand the circumstances under which an advisor is considered to have custody of a client’s assets to include discretionary authority to trade the client’s assets. [read post]
8 Mar 2024, 5:06 am
By Atreya Mathur While creativity and self-expression are at the heart of any artistic practice, navigating the business realities of a career in the arts also requires consideration in legal and financial matters. [read post]
14 Nov 2014, 12:49 pm
The group claims that this move will help insulate it from the effects of US financial tools to cripple their efforts. [read post]
4 Jun 2014, 4:34 am
” Over the last several months, not only has the SEC been more involved generally with cyber “thinking” and security issues, but also the Office of Compliance, Inspections and Examinations of the SEC (governing investment advisors and asset managers), and the Financial Industry Regulatory Authority (FINRA) are all in the game.[6] So is the Federal Trade Commission, as well as state regulators, such as, the New York State Department of Financial… [read post]
22 Oct 2018, 7:27 am
We require demonstrated expertise in planning and financial management. [read post]
