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Weaver's Smith Named ASWA Regional Director
October 17 -
In order to help financial advisors face the challenges of serving the growing elder market, the Insured Retirement Institute released the report “Retirement Planning and the Elder Market: Advisor Strategies to Understand and Work with Senior Clients.”
October 17 -
The former and current managing partners of super-regional CPA and business advisory firm Plante Moran have released “Succession Transition: A Roadmap for Seamless Transitions,” a book that offers an inside view of strategies to cultivate staff members into leadership positions.
October 17 -
Small business-focused online accounting and expense tracking product maker Wave Accounting Inc. closed a $4.91 million (CDN$5 million) round of venture capital funding aimed at continuing the development of its free online software for small businesses and marketing it internationally.
October 17 -
Big Four firm KPMG said it has completed its previously announced acquisition of Optimum Solutions, a provider of consulting and implementation services to users of Oracle’s enterprise software.
October 17 -
If you are like most professionals, you probably have a LinkedIn profile but arent sure what it can do for you.
October 17
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As someone who works within a 3-wood from New York's financial markets, I found myself wandering over during a lunch hour to see for myself the five weeks and counting spectacle of the Occupy Wall Street protestors.
October 16 -
Jordan to Head Wealth Management at RubinBrown
October 14 -
The American Institute of CPAs has released a new white paper addressing the fair value measurement of financial assets and liabilities, for which there is no market.
October 14 -
The Institute of Certified Management Accountants, the certification division of the Institute for Management Accountants, launched the new simplified Chinese language version of its two-part Certified Management Accountant exam.
October 14
