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Eaton Vance and E-Trade deals expected to boost the firm’s performance.
January 20 -
CEO Charlie Scharf’s long-awaited expense-reduction plan got a chilly reception from investors.
January 15 -
To streamline the company, CEO Charlie Scharf has been looking to sell certain businesses since taking over in 2019.
January 15 -
The 25-year industry veteran of four wealth managers and a trust company faced a charge of unlawful entry on public property.
January 15 -
BlackRock’s CEO joins a chorus of corporate voices reconsidering their roles in the political process in the wake of the Jan. 6 unrest.
January 14 -
A wave of corporations have made changes to their PAC giving since a mob supporting President Donald Trump stormed the Capitol last week.
January 14 -
Policy changes could deprive some politicians of significant campaign funds.
January 12 -
If confirmed by the Senate, the former CFTC chairman would be the new administration’s front-line regulator for Wall Street.
January 12 -
While many condemned the violence, few firms have cut financial support to elected officials who have backed Trump’s baseless claims of election fraud.
January 11 -
The firm’s chief executive began setting the stage last year when he broke the company’s three business lines into five.
January 5 -
For all the central bank’s plaudits, it’s powerless to stop the wealth gap in America from growing wider.
December 31 -
Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.
December 30 -
Some advisors say they’re busier than ever in the last weeks of 2020.
December 22 -
The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.
December 21 -
The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.
December 16 -
Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.
December 13 -
There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.
December 10
Baird -
The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.
December 10 -
It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.
December 10 -
The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.
November 30


















