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The Motley Fool December 11, 2007 Selena Maranjian	Brokerages and Your Cost Basis Does your brokerage track your cost basis for you? Should it?
Wall Street & Technology June 22, 2009 Melanie Rodier	The Urgency and High Price of New Cost Basis Reporting Law Even while many financial firms are unaware of new cost basis reporting requirements, the deadline for compliance is fast approaching -- and the cost to comply won't be cheap.
Investment Advisor January 2009 Melanie Waddell	New Tax Lot Accounting Getting on top of the tax lot requirements put forth by the IRS, which was rolled into the $700 billion bailout legislation, will consume a pretty sizable portion of brokerage firms' time this year.
Registered Rep. March 1, 2005 Edlyn Meringolo	Cost-Basis Information: The Bane of the Broker's Existence For a broker today, cost-basis information is not a perk or a luxury when you're talking to a prospective client. It's a requirement. Clients expect you to have this information.
The Motley Fool June 30, 2006 Roy Lewis	The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis?
The Motley Fool September 17, 2004 Selena Maranjian	Brokerage Statement Bewilderment You don't have to be flummoxed by your financial statements.
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.
The Motley Fool March 7, 2006	Brokerage Account Insurance Investors, don't count on SIPC insurance if your stocks plunge.
Financial Advisor February 2012 Eric L. Reiner	Putting 2011 Taxes To Bed Advisors can lower clients' stress by understanding the newest forms and rules.
Financial Planning December 1, 2011 Brian Keil	Cost Basis Pointers Vast changes to cost basis reporting rules are set to go live in 2012. These changes will challenge - and possibly cause headaches for - advisors and their clients.
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.
The Motley Fool February 28, 2006 Selena Maranjian	Brokerages Misbehaving The SEC has gotten an earful about brokerages upsetting customers. Investors, the more you know about the stock market and how brokerages and brokers work, the better off you'll likely be.
The Motley Fool January 29, 2007 Mary Dalrymple	Tax Delays for Investors Some of your broker's tax information may come late this year. The delay should reduce the number of corrected forms, but it may not eliminate them entirely. So be on the lookout for corrections arriving in your mailbox.
The Motley Fool May 31, 2005 Selena Maranjian	Think Twice About Chinese Brokerages America's brokerages offer more protection for investors.
The Motley Fool August 11, 2006 Selena Maranjian	Going for Brokers Switching brokers can be an easy (and thrifty) move.
The Motley Fool December 22, 2010 Rich Smith	Tax Time Just Got Easier Effective Jan. 1, the IRS is about to institute a new rule requiring that brokerages begin keeping track of how much you pay when you buy a stock -- your "cost basis," in accounting parlance.
The Motley Fool November 22, 2006	Is Your Brokerage Insured? Investors looking for brokers should do a little research on insurance first.
The Motley Fool March 5, 2007 Selena Maranjian	Is Your Brokerage Insured? Brokerage firms are required to become members of the Securities Investor Protection Corporation. Is yours insured?
The Motley Fool October 4, 2006 Selena Maranjian	Is Your IRA Insured? Should you worry about insufficient SIPC insurance?
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.
Bank Technology News October 2004 Michael Sisk	Trading: BPS Wants To Level The Brokerage Field The Canadian firm, Broker Payment Systems, offers an electronic funds-transfer system geared toward moving money quickly and easily between brokers and retail clients.
OCC Bulletin January 25, 2007	Registered Transfer Agents: Transfer Agent Registration, Annual Amended rules will require registered transfer agents to file Form TA-2 electronically through the SEC's Electronic Data Gathering, Analysis, and Retrieval system.
Wall Street & Technology April 27, 2009 Penny Crosman	Extreme Makeover: Broker Workstation Edition A quest for increased adviser productivity and a forthcoming cost-basis reporting law are driving wealth management technology integrations and upgrades at Canada's largest brokerage, RBC Dominion Securities, and U.S. advisory firm Silver Bridge as well as others.
Financial Planning June 1, 2011 Donald Jay Korn	Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term.
The Motley Fool December 26, 2006 Selena Maranjian	Kiss Your Brokerage Goodbye If you're fed up with your brokerage and don't like having to pay that commission every time you buy or sell a stock or mutual fund, know that you have some choices.
The Motley Fool January 18, 2011 Selena Maranjian	Protect Yourself From Your Brokerage When you invest in stocks, you accept some risk. Your stocks may drop in value, shrinking your investment. That kind of risk is unavoidable, but other brokerage-related risks are not.
The Motley Fool December 26, 2006 Dan Caplinger	The SEC's Gift to You: Part 2 By giving the investing public access to information, and serving as a regulator with the power to take action to correct problems, the SEC works hard to protect investors.
The Motley Fool October 7, 2004 Selena Maranjian	A Dazed and Confused America Many of us are bewildered by common documents such as stock listings in newspapers. This is reasonable, as few of us are ever taught how to read such things.
The Motley Fool July 13, 2004	Finding the Best Brokerage There might be a cheaper, better brokerage than the one you're using.
Financial Advisor May 2006 Andrew Gluck	New Rule Causes Software Schizophrenia New financial software programs for advisors reflect the difference between fiduciary and suitability requirements.
The Motley Fool November 14, 2006 Dan Caplinger	Banker, Broker, or Both? Be careful to figure out which hat your bank's employee is wearing. The key to dealing with bank-based brokers is to know exactly what you're being offered at all times.
The Motley Fool August 2, 2004 Selena Maranjian	Buying Your Brokerage? There are good and bad ways to invest in securities firms. Look for these red flags before investing in a broker-dealer offering (BDO.)
The Motley Fool December 31, 2003	Choose the Right Broker What should you consider when comparing brokerages?
On Wall Street August 1, 2009 Bill Fleming	Bank Account Xenophobia: U.S. Reporting of Foreign Accounts The foreign account filing form and instructions were extensively revised late last year. The new instructions caused so much confusion that the IRS posted a series of questions and answers on its website in May.
The Motley Fool July 1, 2005	Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do.
Wall Street & Technology January 23, 2007	Who Says Security Is Important? Despite its marketability, customer information security surprisingly does not provide a significant competitive advantage among online brokerages.
The Motley Fool September 24, 2007 Selena Maranjian	Turning a Drip Into a Gush Increasingly, you can have your dividends reinvested without having to set up Drip accounts, because many brokerages are now offering dividend reinvestment.
Wall Street & Technology April 26, 2007	Online Brokerage Customers Can Be Fickle More Than 20 Percent of Online Brokerage Users Are Considering Changing Brokers Online brokerage tools play a significant factor in retaining existing clients, a new report notes.
The Motley Fool August 8, 2006 Selena Maranjian	Business Booming for Brokerages There's another way to make money off brokerages -- by investing in them. In recent months, business has been brisk at many brokerages, judging by quarterly reports.
Registered Rep. November 27, 2002 Will Leitch	Going Upstream Prudential gives up bringing the U.S. brokerage model to the Old World.
The Motley Fool May 3, 2007 Selena Maranjian	Which Brokerage Do You Use? In some senses, there aren't huge differences between many major contenders. Odds are, you can find a better brokerage for yourself -- one that charges you less than you're paying or that offers the services or protections you want.
The Motley Fool June 15, 2007 Selena Maranjian	Brokerages Want You to Know ... Get the latest scoop from brokerages and choose the best.
The Motley Fool July 22, 2004	Tackling Brokerage Minimums Don't think you can't open an account if you're not rich.
The Motley Fool July 2, 2007 Selena Maranjian	Declare Independence From Your Broker You don't need to be a genius to improve your portfolio's performance, and the best way to do so may involve casting off the shackles of your current brokerage.
The Motley Fool May 9, 2005	Stock Specialists Did you know that specialists are "making a market" in your stock?
The Motley Fool December 17, 2003	Investigate Your Broker How to check on your stockbroker, to see if he's gotten in hot water in the past.
The Motley Fool February 27, 2006	Brokerages and Minimums Look around, and you can find some low- or no-minimum brokerages.
The Motley Fool July 19, 2006 Selena Maranjian	Find the Right Broker When it comes to handling your investments, one size doesn't fit all. Shop around.
Investment Advisor May 2009 David A. Lifson	After the Fraud Victims of Madoff's Ponzi scheme have probably paid taxes on earnings they never had. Here are tips for recovering some of that money.
The Motley Fool March 14, 2005	Are Your Stocks in Street Name? Street name ownership seems shady, but it's handy. It's merely an artificial classification designed to facilitate trading.