Broker/dealer H.D. Vest Financial Services said that its assets under management in advisory accounts recently passed the $5 billion mark. The company said that figure helped propel its total assets under management to roughly $25 billion. The company began offering advisory solutions in 1987, and currently supports over 1,900 independent advisory consultants in its system of 5,500 advisors.
Digits announced that accounting firms will only pay for clients where the Digits platform has successfully automated 95% or more of transactions with zero human touch; if not, it's free for that client.
Over 1,000 IRS employees owe more than $8 million for not complying with the terms of a program that helps them repay their student loan debts.
The Institute of Internal Auditors is enhancing its Certified Internal Auditor Challenge Exam with a new experienced-based pathway pilot and updates for Global Internal Audit Standards.
Artifact announced the launch of its new Omni agentic workflow solution meant to help firms orchestrate complex, multi-system and cross-platform work via describing the workflow in plain language.
The Top 50 Firm acquired Mass Ingenuity, a Portland, Oregon-based software-as-a-service company, effective April 1.
The percentage of IRS employees who work from home plummeted from 65% to 25% last year after President Trump ordered federal employees to return to in-person work.
