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Wells Fargo & Co. on Wednesday named a pair of former Wachovia Corp. executives, Robert A. Engel and Jonathan G. Weiss, to run its investment banking and capital markets businesses.
The incoming Obama administration has asked Comptroller of the Currency John Dugan to leave - but so far he has no intention of complying with the request, sources said.
Citigroup Inc., in the midst of a massive cost-cutting initiative as it tries to right itself, has chosen yet another executive to handle the effort.
House Financial Services Committee Chairman Barney Frank said he plans to unveil legislation Friday that would condition the release of the remaining $350 billion of Troubled Asset Relief Program funds.
The Internal Revenue Service has sent an advisory to caution taxpayers about how to choose a tax preparer and avoid preparer fraud.
The economic turmoil of the past year presents a unique opportunity for accountants to broaden their practices to include financial planning.
Sen. John Kerry, D-Mass., has introduced legislation that would exempt all private-activity bonds, including refunding bonds, from the alternative minimum tax.
John Sorice has joined RBC Capital Markets as a managing director in the firm's US financial sponsors group.
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Start the year off right with a marketing makeover for your business. Popular AdvisorMax coach Katherine Vessenes gives her top 12 marketing tips to keep top clients happy and prospects interested in this 60-minute online session.
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In a tight economy, good software can mean the difference between going strong and growing frustration. Our second annual survey tells you how your peers are getting the job done.
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One thing that is certain when it comes to tax rules is that they are uncertain and always subject to change. Tax and retirement planning expert Ed Slott answers reader questions.
Strategies and solutions for advisors rethinking retirement planning in a volatile market
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Financial Planning Watercooler: The Lighter Side of Investment News, Financial Blogs, and Surveys for Advisors
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The best way to take care of your clients is to support your own staff. On a turbulent day in the market, like last Thursday, your clients and staff will interact. How can you prepare your team to deal with client stress?
The height of any market upswing or downward spiral is accompanied by headlines, but in a 24-hour news environment the financial media can become particularly suffocating for your clients. Clients who obsess over every new headline run the risk of losing sight of their long-term investment goals. Here are five ways to address the issue.
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