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The regulatory clarity the GENIUS Act proposes to bring to the stablecoin space can help ease some of the worries of more conservative entities, such as CFOs, examining the space, EY’s Paul Brody said.
How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.
The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.
The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.
Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.
If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.
Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.
It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
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Uncertain times call for innovative thinking and a greater focus on both future-proofing and resilience. Accordingly, many of the innovations this year’s award winners are putting in place focus on two imperatives: minimizing the risk of obsolescence or failure when facing unforeseen circumstances and developing greater agility to adapt and thrive in the face of future uncertainties and disruptions.
Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.
EY veteran Kurt Hohl is rejoining the agency as controversial legislation advancing in Congress would fold the duties of the Public Company Accounting Oversight Board into the SEC.
The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.
Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. But not all synergies carry equal weight. Some deliver immediate impact on EBITDA, while others take longer to materialize or fail to scale across the combined organization. Successful firms prioritize the right synergies from Day One.
Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.
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The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Global Finance : Since you joined Dasault Systemes, what has been the most challenging period, and why? Rouven Bergmann: The balance of managing long term and short term is always the biggest struggle for the CFO. You have to create the capacity to invest in the long term, but you also have to manage performance quarter to quarter. Certainly, 2024 was a difficult year, because of volatility in the end markets.
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