Bill Van Law, the president of Raymond James' Investment Advisors Division (IAD), is leaving the independent broker/dealer in April. He's departing after 15 years to "pursue other personal and professional interests," Raymond James said in a statement. ...
Tom Bradley Joins Advisory Board at MaxMyInterest Tom Bradley Jr., retired president of retail distribution at TD Ameritrade, has joined the advisory board of cash management and optimization platform MaxMyInterest. As a result of TDA’s acquisition of Scottrade, the firm named Peter deSilva, head of Scottrade’s retail business, to lead its retail distribution business last fall. ...
How to Report Bitcoin to the IRS Financial advisors with clients who sold bitcoin in 2017 should treat it just like stocks, according to the IRS. Yahoo Finance reports that the IRS first posted official guidance on cryptocurrencies in 2014, and the language hasn't changed since. ...