Person Root Tag

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

On the same day, the OCC faulted the bank for engaging in an “extensive and pervasive pattern” of discriminatory and illegal lending practices for years.

Postponement serves no purpose, because honest consideration will not change the regulation.

If shares of companies such as Wal-Mart start to falter, that'd be a clue that measures such as the border adjustment tax are gaining traction.

The prominent Wall Street lawyer makes a strong argument to skeptical lawmakers that he will be a tough cop on the beat if confirmed.

With an eye toward potential repeal, Alexander Acosta told senators that he will abide by President Trump's executive memorandum and review the rule's impact.

The senator isn't waiting for attorney Jay Clayton's confirmation hearing to ramp up her opposition.

The firm also granted its new chief stock options worth $4.8 million following a debt refinancing.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to the SEC's new reporting modernization regulation.

Market forces have wrought changes that can't be repealed, according to champions of the rule.

Tim Sloan, who rose to CEO in October, received $12.83 million, up from the $11 million he got as COO for 2015, according to a regulatory filing.

The funds have accounted for 27% of all trades since the election, 3 percentage points above average.

Two more increases are projected for this year, signaling more vigilance as the target approaches.

“Trump keeps talking about a new spirit for America and so you could (A) believe that or (B) you could believe that other investors believe that,” the widely followed economist says.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

"The number of enforcement cases is likely to be down considerably going forward," said Urska Velikonja, a law professor at Emory University.

Hope is dimming, but top Democrats like Sen. Elizabeth Warren and investor advocates are unlikely to relent in their efforts to preserve the regulation.

A March 10 employment report is the most significant data report before decision day, March 15.

The move comes after Vanguard, State Street and BlackRock lowered expense ratios.