Practice

Barclays Wealth appointed David Lewis to the newly created position of managing director and head of banking, Americas.

With so much money in motion as people change jobs, qualified-account conversions are the quick ticket for advisors looking to grow assets fast.

The service will offer actionable steps that participants can take to improve savings.

Financial Executives International has written to congressional leaders criticizing President Obama’s proposal to close foreign tax credit loopholes in exchange for making the research & development tax credit permanent.

Kathleen Kennedy has joined Boston-based Columbia Management where she will head the firm’s consultant relations efforts. Her role with the asset manager is effective immediately, a Sept. 20 announcement said.

The Securities and Exchange Commission approved the expansion of its post-Flash Crash circuit breaker program to include all stocks in the Russell 1000 Index and a test group of exchange-traded funds.

Financial Accounting Standards Board technical director Russell G. Golden has been appointed a member of the board, filling one of three vacancies on the newly expanded panel.

Even some of the commissioners who approved the proposal suggested it wasn't an ironclad obstacle to gussying up complex balance sheets.

The FDIC is soliciting the banking industry's help in devising a new resolution system — even as companies try to get an idea of what the new system will look like.

Income in retirement is becoming an issue politicians on both sides of the aisle can't afford to ignore, according to a survey by Lake Research Partners and Public Opinion Strategies.