IPRO BUYS INTEREST IN TEGRAiPro One said that it has acquired a minority ownership interest in Tegra Financial Partners, an affiliate of Georgia accounting firm Habif, Arogeti & Wynne.
Tegra Financial Partners is a wealth-management firm with more than $400 million in assets under management. Terms of the deal were not disclosed.
"Through iPro One's direct investment in Tegra Financial Partners, we are taking the next deliberate step in the strategic rollout of our new model for managing and growing a profitable wealth management firm," said iPro One CEO Anthony Wood.
He plans to integrate his company's investment products and services and Wall Street relationships with the CPA firm and its registered investment advisor to help the firm grow revenue and brand awareness.
AICPA AIMS TO MAKE TWEENS FINANCIALLY LITERATE
The American Institute of CPAs has expanded its financial literacy campaign, Feed the Pig, with a new educational program aimed at tweens.
Feed the Pig for Tweens provides a financial literacy curriculum for fourth to sixth graders, or nine-to-11-year-old children. The tween outreach effort introduces a family of piglets for Benjamin Bankes, the piggy bank spokesman and icon for the original campaign, which was aimed at 25-to-34-year-olds.
The Bankes Piglets will represent 12 dynamic and diverse "savers and spenders" who will help students analyze their financial habits and create responsible financial plans. The curriculum includes an online interactive game known as "The Great Piglet Challenge" and a take-home activity, "Feed the Pig Family Goal," for the students to work through with family members.
The AICPA is producing the campaign in conjunction with the Ad Council, which helped it create the public service announcements for the original Feed the Pig campaign.
COPA MERGES WITH ASPPA
The membership of the College of Pension Actuaries voted to merge its work in the pension actuarial profession with the American Society of Pension Professionals & Actuaries.
Going forward, the group formed by this combination will be the ASPPA College of Pension Actuaries. Members of COPA will automatically obtain membership and affiliated benefits in ASPPA. The ACOPA will provide a new platform to meet the specific needs of pension actuaries in the U.S.
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