Future CFO

JANUARY 22, 2024

Two audit firm solutions of Wolters Kluwer have been pre-approved by the Infocomm Media Development Authority (IMDA), a statutory board of the Singapore government, said Wolters Kluwer Tax & Accounting (TAA) Asia Pacific (APAC) recently.

Auditing 52

Auditing Practice Management Accounting Firms Accounting 52

Future CFO

FEBRUARY 23, 2023

Auditing and accounting talent shortage continue to make employers toss and turn, according to a global survey of more than 4,100 accountants and 2,300 auditors. With unemployment rates at historic lows, it’s not surprising that auditing and accounting talent shortage is a hot issue, said David Osborne, CEO at Caseware.

Auditing 52

Auditing Accounting Accounting Firms Practice Management 52

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Auditing 67

Auditing Practice Management Leadership Securities 67

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 78

Prioritization Auditing Practice Management Communication 78

PYMNTS

DECEMBER 7, 2020

Revolut Business customers using paid plans will receive monthly allowances for free U.K. Through 100 percent invoice integration, the service boasts improvements to savings, and offers a compliance audit feature that can help vendors cut spending. The product will feature a 1.3 percent fee for U.K. and EEA consumer cards and a 2.8

B2B 63

B2B Finance Practice Management Invoicing 63

CFO News Room

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 130

Auditing Practice Management Planning Investments 130

Nerd's Eye View

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 75

Auditing Practice Management Planning Investments 75