Practice

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community.

This venture-backed company, which specializes in creating banking and payment platform APIs for other fintechs, attracts new recruits through a culture of learning.

Four months after shutting down, the fintech and some of its employees are joining SEI.

The change will affect continuing education immediately and certification examinations starting in March 2022.

It’s yet another revenue stream that may face pressure after the custodian spawned a race to zero commissions more than a year ago.

Virtual training and orientation, including any licensing needed, will begin in July.

The recruit oversaw more than $650 million in client assets while at his former employer.

The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.

Anthony Diaz began the sentence immediately after a hearing in which a victim said he should “rot in hell” for the felonies.

With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.