Practice

On Friday, Fidelity Charitable Gift Fund announced an expanded consultation service and series of seminars on strategic giving of C- and S-Corp stock, restricted stock, limited partnership interests, real estate and other privately held assets.

The Department of Labor’s Employee Benefits Security Administration has extended the deadline for 401(k) plans to disclose fees and expenses to participants to 120 days after the Jan. 1, 2012 deadline. Originally, the deadline was 60 days after the effective date. As a result, plans now have until April 30, 2012 to provide the information.

Depending on which political party you talk to, the Consumer Financial Protection Bureau is either the most powerful federal agency ever created, or the most constrained.

The Securities and Exchange Commission has fined a former trader at Morgan Stanley $150,000 and barred him from the securities industry for two years after he fooled its risk management system with bogus equity swap deals.

Workshops have long been a popular tool for financial advisors looking to connect with potential new clients but one advisor is taking the traditional workshop to a new and more effective level by getting CPAs, bankers and other influencers to co-host the events.

linkedFA, a social networking web site designed specifically for financial professionals, announced a strategic relationship with Thomson Reuters, the New York-based business information service, to provide financial data to advisors using the social network.

Northern Trust has hired R. Peter Sanchez to serve as chief executive officer of Northern Trust Hedge Fund Services, upon the closing of Northern Trust’s acquisition of hedge fund administrator Omnium.

New study finds banks -- large and small -- need to do a better job of implementing the technology and processes necessary to curtail money laundering activity in order to avoid the stiff fines already levied on their peers.

Poll of more than 200 financial advisors finds serious investor angst about their retirement prospects and apprehension about making the investments necessary to improve their outlook.

J.P. Morgan Retirement Plan Services has launched a new social media forum for its plan sponsor clients called “Voice of the Community.”