May 20, 2013
High gas prices hurt economy, but low gas prices don’t help much either
80% of Americans have not increased their discretionary spending despite gasoline price declines in the first half of 2013.
May 17, 2013
Large Ohio City Gets Hacked, Exposed Data May Include Credit Card & SSN Info
The city of Akron on Friday morning notified citizens whose sensitive information, possibly including Social Security numbers and credit card numbers, was compromised in a cyber attack and posted on the Internet.
May 15, 2013
Regions Bank settles $25M fraud complaint
Birmingham, Ala.-based Regions Financial Corp. has agreed to pay the Louisiana Firefighters' Retirement System $25 million to settle a complaint alleging that it was defrauded by a former portfolio manager, The (New Orleans) Times-Picayune reported April 26.
May 13, 2013
Wells Fargo enhances small business lending and services
Bank, small business lender expands services as annual Small Business Appreciation Celebration begins.
April 23, 2013
AICPA Survey Finds Americans Stress Over Money Impacting Sleep, Friendships and Health
Forty-seven percent of Americans are sleeping less due to high financial stress, according to a new survey by the American Institute of CPAs.
April 22, 2013
Money Smart Week helps develop better spending and saving habits
Five national organizations committed to promoting financial education are taking part April 20–27, 2013, in Money Smart Week, a national effort to help consumers make informed decisions about their personal finances.
April 16, 2013
New Consolidation Program and enhanced features highlight Adaptive Planning’s cloud-based analytics suite
New Release and Powerful Application Provide Complete, End-to-End Solution and Industry-First Features for Financial Consolidation and Analysis
April 15, 2013
First Financial Planning Competency Handbook released by CFP Board
CFP Board's First-Ever Book Published by Wiley
April 15, 2013
Investor Advocate Warns That Investors in Non-Traded REITs Could Have Losses They Don’t Know About
One of the nation's largest brokerage firms, LPL Financial has been ordered to re-pay more than $2 million in restitution to investors who bought shares of REITs that are not traded on the stock exchange.
April 9, 2013
Payroll tax changes aren’t affecting many investors’ behavior
Half of investors have not changed their savings or spending behavior despite a reduction in take-home pay due to payroll tax changes this year, according to the John Hancock Investor Sentiment Survey.
April 5, 2013
Paying for college with bubblegum? This highschooler is doing it with his own small business
He's saving for college 25 cents at a time. For Firestone High School senior David Krichbaum, that means handfuls of peanut M&Ms and shiny quarters, a ton of sales pitches and more than 200 rejections.
April 4, 2013
Houston CPA firm Gainer Donnelly forms Investment Advisory group
Gainer Donnelly Forms New Entity to Offer Investment Advisory and Financial Planning Services