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The president is set to sign an executive order Wednesday directing federal financial regulators to address risks associated with digital assets and explore the establishment of a digital currency.
March 9 -
A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.
March 8 -
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Interactive Brokers is launching a trading app geared to novice investors that’s poised to compete with rivals like Robinhood.
March 8 -
Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.
March 8 -
The SEC says Marguerite Cassandra Toroian waited to allocate stock purchases to herself, her family or clients once she knew if the purchases were winners or losers.
March 8 -
OU’s law school enlisted a former player from one of its fiercest rival schools to help students understand how to avoid the pitfalls of misconduct.
March 7 -
The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.
March 7 -
Joseph Orazio DeGregorio convinced his victims to invest in promissory notes and companies that never even existed.
March 7 -
Kristen Clark, CPA and Syracuse office managing partner at
The Bonadio Group , is a member of the firm’s Management Committee and board of directors. She is responsible for client service, partner and employee engagement, and market growth. She is also practice leader for Bonadio’s Professional Excellence Division, which is responsible for risk management, quality and education for the firm.March 7












