The private equity investors fueling record consolidation in wealth management are seeking out firms at the industry’s intersection with related professional services. In separate deals announced on consecutive days this week, PE-backed buyers respectively purchased Truist Financial’s $10-billion 401(k) plan advisory business and a wealth management and tax consulting practice with $3.29 billion in assets […]
Archives for January 2021
AICPA promotes Sue Coffey to CEO of public accounting – Accounting Today
The Association of International Certified Professional Accountants has promoted longtime AICPA executive Sue Coffey to the new position of CEO of public accounting. Coffey has been a top leader at the AICPA for many years who has taken on more of a global role after the American Institute of CPAs teamed on a joint venture […]
Threatpost Poll: Weigh in on Ransomware Security
The administrator of your personal data will be Threatpost, Inc., 500 Unicorn Park, Woburn, MA 01801. Detailed information on the processing of personal data can be found in the privacy policy. In addition, you will find them in the message confirming the subscription to the newsletter.
Looking to Expand? Here’s How to Open an Online Store for Your Brick-and-mortar
It’s no secret that there’s been an increasing shift towards digital buying, which COVID-19 helped further speed up. So if you want to digitize your brick-and-mortar, learn how to open an online store. Taking it to the Web: Should you do it? Why do consumers like to shop online? Convenience. If you dabble in the […]
Data, connectivity and IoT – mastering disruption in a Covid world
Adversity breeds innovation and the current economic downturn, fuelled by the pandemic, will likely be no different. As the battle against Covid-19 continues, enterprises will be under increased pressure to dramatically reduce costs and become more competitive. This is likely to cause an explosion in disruptive business models as organisations look to innovate and change […]
Standard Home Insurance – Bharat Griha Raksha
Bharat Griha Raksha – Bharat Griha Raksha is new initiative by IRDIA. After launching standard term insurance and health insurance policy, Insurance Regulatory and Development Authority of India (IRDAI) announced a standard home insurance policy. The guideline for the standard home insurance policy is issued by IRDIA on 4th January, 2021. The policy Bharat Griha […]
Mattioli Woods client assets reach £10bn
Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update. Gross discretionary assets under management hit £2.9bn. The trading update was issued in advance of its interim results for the six months ended 30 November 2020, due to be announced on […]
Personal Financial Planning – Why Is It mandatory For All ?
Are you an earner? Or a non-earner? Whoever you may be, you certainly need to know personal financing. We all want to be stabilized financially, at least to fill current & future standard of living. Your money is the only thing that earns for you, that too for free! Then why not to make optimum […]
10-year Treasury yield above 1% following projected Democrat Senate win
The 10-year U.S. Treasury yield continued its ascent above the 1% mark on Thursday morning, following a projected win for the Democrats of two Senate seats in the Georgia runoff elections. The yield on the benchmark 10-year Treasury note rose to 1.063% at 3:40 a.m. ET, while the yield on the 30-year Treasury bond jumped […]
Combining the power of bluetooth low energy and cellular LPWA for large scale IoT deployments
Launched in 2009, the Bluetooth Low-Energy (BLE) technology set the base for the future of applications in the Internet of Things (IoT), primarily focusing on those that require minimal power consumption. In 2017, Bluetooth SIG announced the Bluetooth Mesh standardising several BLE features, where the end goal was to amplify the human potential in every […]