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A former executive at the REIT giant co-founded by Nicholas Schorsch has dropped a suit accusing the company of firing her for blowing the whistle on financial improprieties.

Most companies strongly protect their crown jewels: internal sales figures, product development plans, account numbers and customer transaction information. Typically lower down the priority list are customer relationship management systems and databases of clients' contact information.

Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.

Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan.

McCulley’s exit further reduces the ranks of Gross loyalists in the wake of his abrupt departure Sept. 26 to manage a small fund at Janus Capital Group Inc. Pimco’s new management and investment team are seeking to reassure clients after a year of record redemptions and co-chief investment officers Gross and Mohamed El-Erian left.

As senior executive vice president of the American Stock Exchange from 1986 to 1993, Riley oversaw derivatives trading and “was the driving force in the development” of the ETFs known as SPDRs.

A Stifel-Sterne Agee merger would dwarf other moves made last year.

What advisors should know about setting up an independent practice.

Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.

The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.

The three-advisor team generated more than $2 million in annual revenue before making the move.

Plus, how long-term capital gains are taxed; the smartest ways clients can use their returns; and ways to turn a client's tax losses into gains.

Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.

The IRS warned tax preparers and other tax professionals to be on guard against bogus emails seeking updated personal or professional information.

While regulatory costs pulled-down full-year profits, the giant IBD seemed to turn a page at year end with a 9.8% spike in fourth-quarter earnings.

The fiscal 2016 budget includes proposals to limit the value of itemized tax deductions for IRAs and 401(k)s and other expenses to 28%.

The group has expanded into Seattle, following entries into New York, San Francisco and Los Angeles.

The advisors collectively managed nearly $2 billion in assets.

A U.S. probe into how Morgan Stanley client information ended up for sale on the Internet is examining whether a financial adviser was targeted by hackers after he took data from the bank, two people briefed on the inquiry said.

The robo advisor plans to add 90 to 120 new employees and add resources to Betterment Institutional, which already works with 90 advisory firms.