It’s hard to go a month without a new report being listed in the registered investment advisor sector. Sequence planning test This founder-driven, customer-driven industry. Just take it this week. According to Charles Schwab Annual RIA Benchmarking SurveyAbout 45% of firms with less than $250 million in assets under management have written succession plans. The […]
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Consumer sentiment rose 4.9 points from a month earlier in July to 54.4, but was still down 7.3 points from a year earlier, according to preliminary results from a University of Michigan consumer survey. The index of current economic conditions rose by 7.2 points from the previous month to 54.9, but fell by 13.1 points […]
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Casewarean AI platform for verification and financial reporting, announced that the company Top 25 Citrine Cooperman he accepted Dynamic Assurance Solution Suitewhich is run by Caseware and developed in partnership with the AICPA and CPA.com. The company has implemented a full DAS Suiteincluding DAS Audit, DAS PCR and DAS EBP, provide a unified audit platform […]
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CEO of IRA Financial Names IRA Financial has appointed Clay Cowen as chief executive officer as the company enters its next phase of growth, the firm announced recently. Tyler Northrup has moved to the position of president and chief operating officer of Trust Company, where he will focus on scaling the platform and supporting the […]
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In this episode, I sit down with Deborah Faroneone of the most experienced marketing and business development legal advisors in the country, to dig into what actually drives sustainable practice growth. Farone traces her career from a PR firm handling the Milbank account in the 1990s through Chief Marketing Officer roles at Debevoise and Cravath, […]
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Christie’s International Real Estate of Southern California CEO Aaron Kirman talks growth Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 36 minutes ago Latest Source link
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United States Capitol in Washington, DCSarah Silbiger/Bloomberg The District of Columbia Assembly unanimously passed Bill 26-494, which would establish an alternative CPA licensure pathway. Administrative Matters The bill is awaiting review by DC Mayor Muriel Bowser and then Congress before becoming law. The bill will create a third way allowing CPA candidates to apply for […]
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401(k) members overwhelmingly trust employer-provided financial advisors, according to new retirement trends released today from NFP, but that doesn’t mean members know they have access to employer-provided advisors. And too few are engaging with them to help them retire. The 2026 US Retirement Trends Report from NFP, an Aon company and leading property and casualty […]
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Tesla is asking a federal appeals court to overturn a $243 million verdict related to a fatal 2019 Autopilot crash. The appeal is now one of the product liability legal industry’s most closely watched cases. The massive ruling and the elite legal teams have drawn national attention. The case now goes to the US Court […]
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Housing starts in June rose 19%, supported by strong gains in multifamily Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 4 minutes ago Latest Source link
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