“Our goal is to facilitate the use of XBRL through multiple channels,” added Campbell Pryde, chief standards officer, “and to make it possible for people to see the benefits of XBRL firsthand—and by easy, convenient and familiar means.”
In June, XBRL will “crowd-source” the design and features of the applications using the platform it has used to develop US GAAP, mutual fund risk-return and credit ratings taxonomies for the
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.
Looking forward to not answering client phone calls? Here's how to make it happen.
In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
