Explore the meaning of "basis" in finance, focusing on its tax implications and role in investment transaction. Learn how it ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. The average cost ...

Ron Marino remembers what it used to be like when a new broker joined UBS and had to transfer clients' cost-basis information manually. “Because this was a time-consuming process, with each broker ...