The Securities and Exchange Commission and the North American Securities Administrators Association have announced a national initiative designed to protect seniors from investment fraud and sales of unsuitable securities.The initiative, which builds on the success of cooperative efforts between the SEC and Florida regulators, in conjunction with the NASD, to crack down on senior investment fraud, will include targeted examinations to detect abusive sales tactics, aggressive enforcement of securities laws in cases of fraud against seniors, and active investor education.
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Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.
9m ago -
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.
June 16 -
Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.
June 16 -
The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.
June 16 -
The National Treasury Employees Union has filed a lawsuit against the IRS accusing it of systematically removing union materials from offices.
June 16 -
The International Ethics Standards Board for Accountants decided to move ahead on a project to update its International Code of Ethics for Professional Accountants.
June 15




