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Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.
June 4
Bucks County Financial Planning Group, Thousand Oaks, Calif. -
Regional wealth manager D.A. Davidson is launching a new training program aimed at bringing recent college graduates into the financial advisor profession.
June 4 -
Most people nearing retirement expect their advisor to help them maximize their Social Security benefits, with four in five saying they would switch advisors if their current one failed to do so.
June 4 - Money Management Executive
Smaller bond funds have an advantage over bigger ones in illiquid markets: Theyre more nimble.
June 4 - Money Management Executive
Sallie Krawcheck, the former executive at Bank of America Corp. and Citigroup Inc. who has worked to promote women as business leaders, is teaming up with a money manager for an index fund focused on women.
June 4 -
They look great on paper, but mergers of equals are always difficult to integrate due to cultural issues. United Financial in Glastonbury, Conn., is learning that lesson with Jeff Sullivan's departure less than six weeks after the company's merger with Rockville Financial.
June 4 -
Deposits and assets have fallen, and some customers and employees have fled, while Hudson City in Paramus, N.J., has been stuck in an M&A limbo. But the situation might save buyer M&T Bank some headaches later if it can just close the deal.
June 4 -
The IRS is considering expanding a program under which it delays tax refunds for up to six months for delinquent taxpayers.
June 4 -
Financial advisors who want to grow their revenues have two options: go bigger or specialize. Here's how.
June 4
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Credit Suisse Group, Barclays and UBS were the largest dark pools in FINRAs first weekly report meant to make the private trading systems more transparent.
June 4
