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The agency plans to split the award between just two people who reported the bank’s product-pushing tactics.

Ed Cheeseman, CPA, CITP, is the COO for Hutchinson and Bloodgood LLP, a regional CPA firm in California. Ed was also a member of the AICPA committee that developed the initial XBRL standard.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

What used to be a complex and expensive barrier to entry for independent RIAs has now become much simpler and cheaper.

The partnership marks the third deal since a major private equity investment in April.

The firm needs a digital advice offering for clients who don't want a traditional relationship, CEO James Gorman said.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.