Charitable Deductions in a Post-Tax Reform Year
As the first major giving season following last year’s Tax Cuts and Jobs Act approaches...
Speech Recognition Software Could Save Time and Improve Compliance
With few financial advisors feeling in control of their time or business, and compliance ranking as one of the key concerns for broker-dealer...
Orion Delivers on Promised Updates
The software overhaul by Orion Advisor Services showcased earlier this year is now live in a beta version
LPL Offers Free Protection Services Following Data Breach
LPL Financial is offering identity protection services and credit monitoring following a data breach that revealed the Social Security numbers...
Update to SEC Advertising Rule on the Horizon
The fall agenda from the Securities and Exchange Commission indicates that there could be changes to its advertising rule, InvestmentNews writes. This would provide a much-needed update and ease the pressures of social media-related compliance, according to the publication.
Advertisement Update Could Ease Social Media Worries