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"I lose years of my life. They can settle, write a check and move on," says an adviser whose book of business dropped by $40 million after he alleges he was wrongfully terminated.
December 19 -
Thomas M. Long, is managing editor for the Federal Tax News Group, with Thomson Reuters
Checkpoint within the Thomson Reuters Tax & Accounting business. Tom is a member of the New Jersey and New York bars, with over 30 years in tax publishing. He is a federal tax generalist who is primarily responsible for writing daily tax news articles for Federal Taxes Weekly Alert. He holds a B.A. in English literature from Rutgers University, a J.D. from New York Law School, and an LL.M. in Taxation from New York University.December 16 -
Catherine Murray, J.D., LL.M. is a senior tax analyst with Thomson Reuters
Checkpoint within the Thomson Reuters Tax & Accounting business. Catherine is a federal tax generalist who focuses primarily on writing current awareness tax news articles for Federal Taxes Weekly Alert and also serves as the Project Editor for the Federal Tax Handbook. Catherine completed her B.M. at DePaul University, her J.D. at the Benjamin N. Cardozo School of Law, and her LL.M. in Taxation at New York Law School.December 16 -
The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.
December 16 -
The allegations come a year after the firm paid over $300 million to resolve regulators' claims that it failed to tell wealthy clients it was steering them into its own funds.
December 16 -
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Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.
December 16 -
Help clients avoid costly mistakes when enrolling in these essential programs.
December 16 -
A 7.3% hike warrants attention, and advisers can help ease the transition.
December 16 -
Nicole Newlin is president of Efficient Advisors, a Philadelphia-based fiduciary 3(38) investment manager and turnkey asset management firm.
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