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Everything You Need to Know About the SIE Exam

All FINRA's Securities Industry Essentials (SIE) exam details: what's on it, how to register, and exam prep tips to pass the first time.

How to Become a Tax Preparer

A career in tax preparation services can offer stability, flexibility, and a high earning potential. Helping individuals and businesses navigate their taxes can be highly rewarding, and tax preparers are often viewed as a trusted source and advisor by their clients.

Choosing a Career as a Certified Public Accountant (CPA)

Becoming a certified public accountant (CPA) can be a rewarding career, both in the work that’s done and opportunities of specialization. If you’re pursuing a career path in accounting, here’s what to know about furthering your career as a CPA.

The Boiler Room Scam: How to Protect Yourself

Scammer tactics have evolved along with technology and changing communication methods. One older scam tactic that has seen a revival is “cold calling” boiler rooms and their modern investment scheme equivalents.

Funeral Directors and Ethical Business Practices

Funeral directors and other funeral professionals have special ethical obligations to their clients due to the vulnerable state they are often in after the loss of a loved one.

WebCE Wins ABA Bronze Stevie Award for Customer Service Department of the Year

More than 3,700 nominations from organizations of all sizes and in every industry were submitted this year for consideration in a wide range of categories. WebCE was one of eight to win a Bronze Stevie in the Customer Service Department of the Year-All Other Industries category.

Common Money Laundering Schemes Your Firm Should Know About

Six examples of how the most common money laundering schemes work and anti-money laundering efforts firms can take to prevent them.

How to Work With Senior Real Estate Clients

For real estate professionals, the senior real estate market can be very rewarding, both financially and personally. This is especially true for those real estate professionals who are passionate about helping their clients with some of the most important decisions of their lives.

SEC Financial Responsibility Rules for Broker-Dealers

Broker-dealers have certain financial responsibility requirements imposed under the Securities Exchange Act of 1934 (Exchange Act). These rules are in place to help to protect customers from adverse consequences should a broker-dealer suffer from financial failure or collapse.

Stigmatized Properties: Selling a Haunted House

The National Association of REALTORS® defines a stigmatized property as “a property that has been psychologically impacted by an event which occurred, or was suspected to have occurred, on the property, such event being one that has no physical impact of any kind.”

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