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This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.
June 3
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Online and mobile banking traffic at Bank of America soared in the last year, including a 60% spike in the use of its virtual assistant Erica. David Tyrie, the company's head of digital, wants to keep driving adoption by pitching financial planning tools to millennials and Gen Z.
June 3
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Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3
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Individuals have already started receiving requests for information, according to tax attorneys.
June 3
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Christine Melilli, a manager of the firm at Smolin Lupin, is a licensed CPA in New York and is also licensed to practice law in New York and New Jersey. With over 22 years of accounting experience, she’s spent five years of public accounting, five years of Fortune 500 experience, and has also run her own tax and accounting practice as a sole proprietor.
June 3
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Concern has already seeped into U.S. markets with the cost of goods including lumber and steel rising this year.
June 3
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Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3
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When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.
June 3
Portability Services Network and Retirement Clearinghouse -
Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.
June 3
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