Practice

The data aggregator, whose planned merger with Visa was called off in January, intends to use the funds to accelerate its global expansion.

The 37-year veteran advisor’s settlement with FINRA is the latest phase of a two-year saga involving a father-son team at an Indiana practice.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

“In a good economy, older workers can work and claim later; in a bad economy, older workers are pushed out into the arms of Social Security,” an expert says.

The funding round will be led by Altimeter Capital, according to people familiar with the matter.

Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.

The Internal Revenue Service is mailing letters to taxpayers explaining why they may not be getting as much of a Recovery Rebate Credit as they were expecting on their taxes.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

The company, which provides workplace investing programs to banks, is giving employees a say in some decisions and working with partners to recruit women and people of color.

Stocks can take a hit when rates rise on corporations and individuals, a BTIG strategist writes.