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Archives for 2021
Broadridge looks to securities-based lending to extend its footprint in wealth management
Broadridge is now offering securities-based lending to advisors and their clients as the company tries to grow its wealth-management business. The fintech company has a new digital marketplace called the Wealth Lending Network where wealth managers can connect with a bank and access loans. Bancorp is the inaugural bank on the marketplace, and Broadridge is […]
Contemporary Accounting Forum 2021: Technology in Accounting – The Ledger
Accounting professionals talk to UWT about technology in accounting and how students can best utilize technology and networking skills. Coauthored by: Garrett Yaen Last week, the Ledger took a look at the 2021 Contemporary Accounting Forum — a forum dedicated to covering issues in today’s business environment pertaining to accounting — and discussed it with […]
Assume ClubHouse Conversations Are Being Recorded, Researchers Warn
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Less than half of accountants say the profession is equitable – Accounting Today
The accounting profession is struggling to build a fully equal and inclusive workplace — and that is causing diverse professionals to leave firms altogether, according to a new report. Co-authored by the Institute of Management Accountants and the California Society of CPAs, the report, “Diversifying U.S. Accounting Talent: A Critical Imperative to Achieve Transformational Outcomes,” […]
New PPP changes attempt to ease smallest businesses’ access
News MANAGEMENT ACCOUNTING By Jeff Drew The administration of President Joe Biden announced Monday that it would institute a two-week period starting Wednesday during which only businesses with fewer than 20 employees will be able to apply for Paycheck Protection Program (PPP) loans. The exclusive application window is one of several moves the White House […]
The IIoT journey starts with remote telemetry
The first rule of supervisory control and data acquisition (SCADA) is that communications will fail. One challenge is rising volumes of data place increasing loads on both the main server and the communications networks connected to it. Here, Craig Abbot, sales manager for the Asia region at Ovarro, explains why remote telemetry units (RTU) are […]
How To Study For (And Pass) The CFP Exam
Executive Summary Since 1991, the CFP Board has offered the CFP certification exam to establish a high standard of excellence for financial advisors to act as fiduciaries for their clients. The exam is a rigorous, 6-hour test, and is offered only three times a year. Because of the rigorous nature of the exam and the […]
The challenges facing the internet in 2021
Our new way of life during the pandemic has undeniably highlighted our dependence on the internet. Behind this essential utility are the networks that power and deliver it to our homes. It’s been an extremely important time for the internet community to consider how we can best support and grow these networks. We face a […]
Openwork rebrands as Openwork Partnership
Adviser network Openwork, one of the UK’s largest, has rebranded as the Openwork Partnership from today. The company has also relaunched its website with additional functionality and to provide better links to the partnership’s 680 firms and 4,200 advisers. Openwork, which advises on £20 billion of client money, says the rebranding signals a “new chapter” […]