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Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.

House prices in the area, already home to Bank of America and Wells Fargo’s East Coast hub, have jumped almost 50% since 2012 and rents downtown have soared.

Eric Rosenthal is the Managing Director of the Americas at Rapyd.

There’s more on investors’ minds than fees after U.S. stocks suffered their worst year in a decade, a new study finds.

Former SEC economists faulted the regualtor for what they called “weak and incomplete” economic analysis.

Michele Goetz serves enterprise and data architect professionals. Ms. Goetz is a leading expert on data quality, data integration, metadata management, MDM, and data governance. She helps enterprises leverage data assets more effectively by improving the availability and accuracy of the information that businesses use in processes and analytics.Prior to joining Forrester, Ms. Goetz managed the business intelligence and data management programs at PTC. During her tenure, she developed and led the global consolidation of customer data across multiple CRM platforms to support a single view of the customer and manage enterprise-wide data quality. In addition, she established data governance and data quality teams and programs to support a center of excellence for data management.Ms. Goetz also held an executive position at Trillium Software, a provider of data quality solutions and services, introducing thought leadership and recommendations on how organizations can improve data quality and governance programs. She holds an undergraduate degree in mathematics, with a minor in computer science, from Framingham State College.

New M&A and lending services bolster the company’s offering but steep challenges remain.

With competition heating up, the IBD is offering advisors better technology and higher pay.