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Registered Rep.
November 1, 2005
Thomas Costa |
Relieving the Cost-Basis Headache Cost Basis Reporting Service eliminates the need for brokers, banks and individual investors to research and obtain information independently, and it provides an important level of customer service that can be a key advantage in customer selection of a brokerage firm or bank.   |
Registered Rep.
March 1, 2007 |
The Cost-Basis Headache The need to determine accurate cost basis on stock holdings is becoming increasingly critical for financial advisors. The difficulty of finding original cost-basis values for stocks has vexed investors for decades and shows little signs of abating. |
Registered Rep.
September 2, 2010
Stevie D. Conlon |
Looming Cost-Basis Crunch With less than six months to go, the brokerage community is under intense pressure to prepare for the new cost basis reporting law. |
The Motley Fool
December 11, 2007
Selena Maranjian |
Brokerages and Your Cost Basis Does your brokerage track your cost basis for you? Should it? |
Registered Rep.
October 26, 2006
Kevin Burke |
NASD Fines B/D for Account Transfer Charges A small independent broker/dealer was slapped with a $50,000 fine and sanctioned for overcharging more than 1,500 customers who decided to follow their brokers to another firm. |
Financial Advisor
February 2012
Eric L. Reiner |
Putting 2011 Taxes To Bed Advisors can lower clients' stress by understanding the newest forms and rules. |
Investment Advisor
July 2010
James J. Green |
Pershing's Mobile Apps The NetX360 platform used by most brokers/dealers is going mobile. |
Wall Street & Technology
March 19, 2007 |
Scivantage Releases Automated Tax Reporting System The company unveiled its new automated cost-basis and portfolio tax reporting system, Maxit. The vendor says it hopes to attract financial advisers and individual investors who are searching for ways to reduce the complexity of the investment tax process. |
U.S. Banker
August 2010
John Hintze |
A Taxing New Twist Investors have long been responsible for determining the tax consequences of their securities trades, but starting next year it will be up to their account custodians -- and, indirectly, their financial advisers -- to keep them honest. |
