-
-
-
-
The Financial Planning Association is encouraging its members to write to the Securities and Exchange Commission protesting a proposed regulation that will require investment advisors to undergo surprise annual accounting audits by an outside accounting firm.
July 8 -
The Investment Management Consultants Association implemented changes to its Certified Investment Management Analyst certification program yesterday, the organization said.
July 8 -
Salaries of financial advisors are rebounding after a soft 2008, according to a new survey.
July 8 -
As many as 9.5 million retired Americans are considering at least a partial return to the workforce, according to a new study by Charles Schwab.
July 7 -
CBIZ has acquired EAO Consultants, an employee benefits firm also known as Egan, Amato & OConnor, expanding the accounting providers benefits-consulting expertise in the Northeast.
July 1 -
The House Education and Labor Committee has approved a bill that would require 401(k) plan providers to provide clear, complete information about the fees they charge.
June 30 -
AccuFund has upgraded its financial reporting software for nonprofit, municipal and government organizations with new features for budget development, allocations and financial reports.
June 29