Facebook said a new tool allowing users of the social network to view and delete data it collects from third parties is rolling out to the estimated two billion members of the leading social network worldwide. The new feature, part of a stepped-up effort to improve privacy practices, allows users to see and clear “off […]
Archives for 2020
6 Steps Students Should Take Before Choosing a School
Choosing education after high school is a significant undertaking that has financial implications on the rest of a student’s life. Here are six steps your clients’ students can take while they’re still in high school to make the optimal choice for themselves. 1.) Do Research Student Loan Hero reports that doing research should include talking […]
Former Great Park Auditor Surrenders Accounting License – VoiceofOC
By Spencer Custodio | 21 hours ago The firm responsible for conducting two controversial Great Park audits surrendered its accounting license Monday after settling a complaint with the California Board of Accountancy. Hagen, Streiff, Newton & Oshiro (HSNO) allegedly didn’t follow accounting standards, misled the Irvine City Council and lied about cooperation by Great Park […]
ASB issues guidance on Global Investment Performance Standards
The AICPA Auditing Standards Board has issued guidance to practitioners for engagements to examine and report on aspects of an investment firm’s claim of compliance with the 2020 edition of the Global Investment Performance Standards (GIPS). Guidance for this type of engagement, known as a verification, is contained in Statement of Position (SOP) 20-1, Reporting […]
Incumbency
Greetings from Inside ETFs, where over 2,000 financial advisors, asset management professionals, specialist firms, fintech vendors and media people gather each winter to celebrate the industry’s success, lament its challenges and look toward the next big thing. It’s hard to imagine, however, the next big thing being a new ETF. A recent study said that […]
Learn QuickBooks From a CPA and Get Your Business Finances on Track
Get up to speed with the world’s leading business accounting software. January 28, 2020 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur may get a small share of the revenue from the sale from our commerce partners. As […]
Keep Your Eyes Peeled for These 4 Balance Sheet Problems
As a business owner, you’re going to run into a few accounting mistakes from time to time. Some of the biggest blunders you can make involve your business balance sheet. If you want to avoid balance sheet problems, learn about the most common errors you can make on your balance sheet and how to avoid […]
#FASuccess Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach, with Tessa Felix
Executive Summary Welcome back to the 161st episode of Financial Advisor Success Podcast! My guest on today’s podcast is Tessa Felix. Tessa is the HR and operations lead for PWL Capital, an advisory firm based in Montreal and Ottawa that oversees nearly $3.6 billion in assets under management. What’s unique about Tessa, though, is her […]
SimplyBiz revenue jumps 24% after Defaqto takeover
Adviser support group SimplyBiz has reported a 24% jump in revenue for the year ended December following its takeover of Defaqto in March 2019. SimplyBiz , headed by industry veteran Ken Davy, bought ratings and adviser fintech provider Defaqto for £74.3m and says the acquisition has significantly increased the scale of the group. In a […]
Treasury yields turn lower ahead of Fed meeting
U.S. government debt prices turned higher Tuesday morning, following a rally for fixed income assets amid intensifying concerns over the Chinese coronavirus. At 4:20 a.m. ET, the benchmark 10-year Treasury note, which moves inversely to price, was lower at around 1.5737%, while the yield on the 30-year Treasury bond was also lower at around 2.0258%. […]