ROCK HILL, SC / ACCESSWIRE / October 17, 2022 / The deadline for employers to file their quarterly payroll tax forms 941 for the third quarter is right around the corner. The IRS requires that this ...

ROCK HILL, SC / ACCESSWIRE / July 18, 2023 / The deadline to file the quarterly payroll Form 941 is fast approaching, employers must file this form by July 31, 2023. For tax professionals, this is an ...

The form ostensibly offers clients a short, accessible summary of an advisor’s services, conflicts and other relevant information, along with a series of question prompts designed to help clients ...

The SEC’s new Form CRS, the ultra concise disclosure document that requires advisors to lay out their obligations to clients in “plain English,” may be a bigger compliance lift than some firms realize ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Marguerita is a Certified Financial Planner ...

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...

That comment came from a long-time advisor awaiting a regulatory hearing for pre-signed forms — a perennial top allegation in the enforcement reports of the Mutual Fund Dealers Association of Canada ...

Are your meetings about the person you’re with, or about the products in their portfolios? Increasingly, digital tools and pre-packaged investment portfolios can provide good returns. Clients come to ...