Wednesday, 28 August 2013

BofA’s Merrill Reaches $160 Million Deal in Advisors’ Discrimination Suit

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August 28, 2013

Bank of America's Merrill Lynch unit agreed to pay $160 million to settle a discrimination lawsuit filed by black financial advisors, a lawyer for the plaintiffs said. read more »
Switzerland said it has agreed to a draft plan with the U.S. for the country's banks to settle a tax-evasion dispute after years of diplomatic wrangling. read more »
Wells Fargo's regional president of Florida operations has been promoted to a national executive. read more »
The Internal Revenue Service has provided summaries and a set of tips to help with compliance for some of the more complex areas of the foreign tax credit law. read more »
Practicing these simple techniques will help you overcome the negative thinking habits that cause the bulk of your stress. read more »
Congress is back at it again. Disregarding lessons from previous fiscal fights, each party seems to be digging in and ramping up the rhetoric in advance of several contentious fiscal and economic policy events, including a possible government shutdown, a debt ceiling increase and a probable selection of a new Fed chairman. - PIMCO read more »

Must Read

Top Retirement Destinations Overseas

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more »

Must Watch

Lessons From D.A. Davidson’s Merger with Crowell Weedon

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more »

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