May 30, 2013
New review tool helps employers measure success of their retirement plan
New tool provides actionable solutions for improving plan results and employee retirement readiness
May 27, 2013
Billing or Practice Management – What’s Needed for Your Firm?
There are a number of strategies being promoted as the latest, easiest and/or best way to run your practice. Current thinking includes value billing, recurring flat billing, niche strategies, international, and so on.
May 22, 2013
For air travel, is low airfare or shorter travel time more important?
70 Percent of Consumers Would Not Give Up a Direct Flight to Save on Airfare
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.