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The Latest

  • ETFs
    Scorecard: ETF flows for the week ending Sept. 25

    Data reported by the Investment Company Institute.

    October 23
  • Ian Mackintosh

    Ian Mackintosh is chair of the Corporate Reporting Dialogue. He was previously vice-chairman of the IASB and has over 30 years’ experience in national and international accounting standard-setting.

    October 23
    mackintosh-ian-corporate-reporting-dialogue.jpg
  • Deidre Serum
    October 23
  • Bryan Jacoutot

    Bryan Jacoutot is an attorney with Taylor English. He advises a wide variety of clients, from single-office startups to larger companies with a nationwide presence, in a wide range of employment laws at both the state and federal levels. Contact him at, bjacoutot@taylorenglish.com.

    October 23
    Bryan Jacoutot
  • Bond funds
    $50B bond trade embraced by Goldman hinges on ETF gains

    More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.

    October 23
    The Goldman Sachs Group Inc. logo is displayed in the reception area of the One Raffles Link building, which houses one of the Goldman Sachs (Singapore) Pte offices, in Singapore, on Saturday, Dec. 22, 2018. Singapore has expanded a criminal probe into fund flows linked to scandal-plagued 1MDB to include Goldman Sachs Group, which helped raise money for the entity, people with knowledge of the matter said. Photographer: Nicky Loh/Bloomberg
  • Regulatory actions and programs
    FINRA bars Ami Forte for allegedly churning accounts of HSN's co-founder

    Her hospitalized client's accounts had more than $14 million in transactions over a nine day period, according to FINRA.

    Sarah Wynn is an editorial intern at American Banker. She is a recent grad of University of Missouri's journalism school.
    By Sarah Wynn
    Reporter
    October 23
    FINRA headquarters
  • John Barnes

    John Barnes
    Vice President, Platform Strategy — Wolters Kluwer Tax and Accounting North America
    John’s responsibilities include strategy development and portfolio management of Wolters Kluwer’s North American tax, audit and workflow software platform solutions. He has 20+ years of experience in accounting and financial systems, software development, and management. Prior to joining Wolters Kluwer, John managed Tax Planning, Sales & Use Tax and Fixed Assets Management software solutions for accounting firms and corporate clients of all sizes.

    October 23
  • Pat Gineris

    Pat Gineris, CPA, EA, Managing Principal, Gineris & Associates
    Pat joined 3rd generation family-owned accounting firm, Gineris & Associates, working summers and breaks while in school in the 1980’s and early 1990’s. He graduated from the University of Illinois, College of Commerce, School of Accountancy – one of the nation’s preeminent accounting schools – in 1992. Upon graduation, he joined Genieris & Associates full-time, earning his CPA designation and Elijah Watts Sells Award in 1992.

    October 23
  • Retirement scan
    Can clients retire from retirement and keep their balance?

    Those planning to head back to the workforce are advised to set boundaries at their new jobs and continue doing the things they enjoy in retirement.

    Paola Peralta reporter Financial Planning
    By Paola Peralta
    Associate Editor
    October 22
    Senior clients may consider contributing to a Roth account instead of a traditional retirement account before leaving the workforce for good.
  • Renee Fink

    Renee Fink
    Vice President – Tax
    AgCountry Farm Credit Services

    October 22
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