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Genealogy

The recent financial crisis reminded us that financial reporting still needs improvement.

BOOMERS EXPECT TO DELAY RETIREMENT BY FOUR YEARS

There are several ways to serve your clients in the financial planning world. None are wrong or right—but some are definitely better than others.

When firms, like individuals, reach milestones in their lives, it’s a typical time for reflection. As the venerable Metro Washington, D.C., firm Aronson marks its 50th year in business, ruminations on the firm’s success inevitably turn to the contributions of Lisa Cines.

The question invariably comes up: "What is social marketing and should I incorporate it in our firm?"

BUSY REGULATORS

Before joining Sensiba San Filippo as a partner in the firm's Manufacturing and Distribution Group in 2007, Karen Burns had joined two other accounting firms as an experienced hire, and neither of them had much in the way of an onboarding process.

There's a confluence emerging for those firms looking to explore new niches, as shifts in the economy, regulations, competition and technology are creating opportunities.

With the launch last fall of the Global Reporting Initiative's U.S.-based arm, Focal Points USA, comes the expectation that American companies may finally close the gap with the sustainability leaders in the U.K. and Europe.