Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer. She will join the business in March. She replaces Duncan Gwyther and Alan McIntosh who are both retiring after a combined 53 years with Quilter Cheviot. Ms Simmons joins from UBS Global Wealth Management where she has been CIO of […]
Archives for January 2024
Kitces & Carl Ep 130: Helping Everyone You Can Vs Getting Paid What You’re Really Worth
Few service industries have as much potential to impact lives as financial advice, and it’s that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many. It’s no wonder, then, that the profession attracts individuals who […]
How can accountants harness artificial intelligence?
The accounting profession will not be immune to recent and future advances in AI. There’s a lot of hand wringing out there in the accounting community, among others, about how AI might impact their jobs or even make them obsolete. This is the wrong way to think about AI. As with the advent of cloud […]
Thomas University is adding a new accounting bachelor’s degree program – WTXL ABC 27 Tallahassee News
Thomas University is adding a new accounting bachelor’s degree program WTXL ABC 27 Tallahassee News
Stifel’s wealth management unit thrives, even as overall profits tumble
The St. Louis-based firm’s earnings fell by 8.4% in last year’s fourth quarter. But its wealth management business could not be stifled.
Drafting A Power Of Attorney (POA) Using A Comprehensive ‘Kitchen Sink’ Approach To Avoid Common Pitfalls
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are […]
How do you organise finances for a small business?
When it comes to running a small business, organising your finances is utterly crucial to success. Not only that, when you do it right, all other aspects of running a business become that much easier and more manageable. Here’s some key steps to help you manage and organise the financial aspects of your small business. […]
Simpler IRS notices are coming
The IRS’s new Simple Notice Initiative follows a pilot that demonstrated how redesigned notices can improve taxpayer experience while reducing call volume.
Don’t fear the robots: the case for deploying AI in wealth management
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
Devon Energy Announces Chief Accounting Officer Retirement and Officer Appointment – Yahoo Finance
Devon Energy Announces Chief Accounting Officer Retirement and Officer Appointment Yahoo Finance