Investment Research


A joint task force of the Institute of Chartered Financial Analysts and the National Investor Relations Institute released as final voluntary best practice guidelines governing relations between securities analysts and companies they cover ( www.cfainstitute.org ). They address analysts’ independence from corporate issuers’ influence, analysts’ access to issuer executives, disputes between companies and analysts over published reports, corporate issuers’ prepublication review of analysts’ reports, and issuer-sponsored research.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.