More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country’s ability to pay its bills.
The Accountant Shortage Is So Bad That It’s Delaying Key Reports at Companies Like Tupperware
Accountant staffing issues are becoming an operational headache with no signs of abating.
Zoom and Salesforce stand to benefit from Microsoft’s unbundling of Teams and Office
Microsoft’s decision to untie its Teams communications app from Office bundles is a potential boon for rivals Zoom and Salesforce.
Stambaugh Ness Adds Left Brain Professionals – CPAPracticeAdvisor.com
Stambaugh Ness Adds Left Brain Professionals CPAPracticeAdvisor.com
The Latest In Financial #AdvisorTech (April 2024)
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news of an emerging wave of price increases from […]
Balancing Your Books and Family Time This Easter
Growing your business often means long hours and what seem like endless responsibilities. When family holidays like Easter roll around, stepping away to create memories with loved ones may seem like a luxury you can’t afford. But what if I told you that good financial management and systems might just be the hidden egg you […]
Weekend Reading For Financial Planners (March 30-31)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than a job they disliked […]
Money app Goalsetter raises $9.6M to expand partnerships, reach schools
The budgeting app has already garnered support from NBA superstars and is looking for more growth.
Almost 3 out of 10 Americans have no retirement savings
The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.
Dirty Dozen list from IRS opens with phishing, smishing scams
The IRS opened its annual Dirty Dozen list with scams that trick recipients into clicking a suspicious link, filling out personal and financial information, or downloading malware onto their computer.