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A husband-and-wife planning firm and the CFP Board have traded jabs in court over whether the planners can seek damages in their lawsuit against the board.
November 1 -
The Treasury Department and the IRS have loosened the use it or lose it rule for flexible spending arrangements for health care, allowing participants in health benefit plans to carry over up to $500 from their FSA from year to year.
November 1 -
The agency issued its annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes for 2014.
November 1 -
Barclays Lawsuits Over K1 Fund Ponzi-Scheme Combined in Germany
November 1 -
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UniCredit Markets Structured Notes Tied to Carmignac Mutual Fund
November 1 -
Eight leading managers of money-market mutual funds urged the SEC to alter the way it defines retail funds in proposed new rules for the industry.
November 1 -
At its most basic, relative strength is a ratio of stock or index price-to-market average or other indices.
November 1 -
Non-correlated investments used to entail high minimums and low liquidity but now even mass-affluent clients can find diversification through alternative mutual funds.
November 1 -
Germany has much to lose by leading the EU bailout, but more to lose if it doesn't.
November 1


