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State Street to Sell Private Asset Management Biz to Schwab: U.S. Trust Corp., a subsidiary of Charles Schwab, signed an agreement to acquire the private asset management business of State Street Corp. for about $365 million in cash.
July 14 -
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Veteran Tax Lobbyist Joins FPA: Veteran tax lobbyist William R. DeReuter has joined the Washington staff of the Financial Planning Association as assistant director of government relations.
July 1 -
Washington - The Internal Revenue Service is streamlining its system of voluntary correction programs designed to help retirement plan sponsors and administrators retain the favorable tax status of their plans, including simplifying the fee structure for voluntary submissions.
July 1 -
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by Cynthia Harrington
July 1 -
Americans Increasingly Worried About Finances: Many Americans, particularly the young and the least affluent, are increasingly worried about their personal finances, according to a survey by the Consumer Federation of America and the Financial Planning Association.
June 12 -