Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.
Archives for February 2024
Meet the Firms Event: Shaping futures for Elon’s accounting majors – Today at Elon
Meet the Firms Event: Shaping futures for Elon’s accounting majors Today at Elon
Weekend Reading For Financial Planners (February 3-4)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone. Which suggests that building trusting relationships with their clients and […]
Chubb Ltd Chief Accounting Officer Annmarie Hagan Sells 7,180 Shares – Yahoo Finance
Chubb Ltd Chief Accounting Officer Annmarie Hagan Sells 7,180 Shares Yahoo Finance
Five cash flow trends impacting small businesses
Over the last 12 months, we’ve surveyed over 4,500 small business owners across the globe to find out how they’re managing cash flow amidst macroeconomic conditions such as high inflation and interest rates. The survey findings became a series of Money Matters reports that were released in Australia, Canada, New Zealand, Singapore, the United Kingdom […]
10 key regulatory issues facing wealth management this year
A report from the Investments & Wealth Institute’s journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.
Epstein’s Longtime Accountant Sheds Light on Disgraced Financier’s Businesses – The New York Times
Epstein’s Longtime Accountant Sheds Light on Disgraced Financier’s Businesses The New York Times