The American Accounting Association has announced that five new members will be inducted into its Accounting Hall of Fame this August during the organization’s Annual Meeting in Atlanta. Started at Ohio State University in 1950, the Accounting Hall of Fame has inducted 101 members since its inception. Bruce Behn, past president of the AAA and […]
Archives for 2020
PNC ordered to pay $2.4M to former employee in sexual harassment case
A jury ordered PNC Bank to pay a former employee $2.4 million in damages for allegedly failing to take effective action to protect her and other employees from a client’s alleged sexual harassment and misconduct. Former wealth manager Damara Scott said she was leaving the bank lobby in October 2013 when the customer, Patrick Pignatello, […]
After headcount dips, Ameriprise hires $234M father-son team
Ameriprise added a father-son team, helping replenish its advisor ranks after reporting headcount dipped for the fourth quarter. Norman Robbins and his son Michel joined the firm on Jan. 3 in Boca Raton, Florida. They left Cetera Financial Group after less than a year with the firm and now operate within Ameriprise’s employee channel. Norman […]
Spending that counts: Getting your RIA tech budget right
Spending the right amount of money on a tech budget can be tricky. Getting employees to adopt expensive new software can be even harder. That was a key lament from several top advisors who shared tips for budgeting and adopting new tools at an Investments & Wealth Institute conference in New York Feb. 13-14. “I […]
Weekend Reading for Financial Planners (Feb 15-16)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the ongoing industry drama of the prospective “Schwabitrade” merger, with a new public “Pledge” from Schwab that it will accept all RIAs regardless of AUM and without any custody fees, buzz that Fidelity will soon require […]
One of the best bets I have ever made on a person
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Hundreds of students set to compete at SIU’s 2020 Accounting Challenge – SIU News
February 14, 2020 Hundreds of students set to compete at SIU’s 2020 Accounting Challenge by Christi Mathis CARBONDALE, Ill. — Hundreds of high school and community college students from throughout the region will be competing for scholarships, trophies and the chance to best their peers at Southern Illinois University Carbondale’s 22nd annual Accounting Challenge on […]
Investment Association appoints Skeoch as new chair
Standard Life Aberdeen chief executive Keith Skeoch has been appointed chair of the Investment Association’s board. Michelle Scrimgeour, chief executive of Legal & General Investment Management and Patrick Thomson, chief executive for EMEA of JP Morgan Asset Management, have been appointed deputy chairs. The three will assume their roles on 1 May. Mr Skeoch replaces […]
Editor’s Comment: Goodbye to a Chancellor…and autonomy?
Well, that was a bit of a week, wasn’t it? Few could have guessed on Monday we would have started the week with one Chancellor and ended with another. I suspect Mr Javid has probably crossed No.10 off his Valentine’s card list this week. So was it a mistake or a piece of bold action […]
KLAY Schools launches content platform for parents
Kids Learning And You (KLAY) Schools, a chain of non-franchised pre-schools and daycare centres, launched a content platform for parents on Friday. The platform, which is called That Parent Thing, will provide knowledge and experiences from experts and parents across a variety of subjects including work and life. The experts will include a speech therapist, […]