In a collaboration with
Even with a name that does not exactly roll off the tongue Microsoft Office Solution Accelerator for XBRL (Extensible Business Reporting Language) the new program is expected to combine several previously distinct and difficult to compile facets of legwork into one streamlined platform. This is expected to save time and money for fund portfolio managers and analysts.
The program was announced Wednesday at the XBRL International Conference in Seattle.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
