Accounting News

AUSTIN, Texas--(BUSINESS WIRE)--Abrigo CEO Jay Blandford was selected as winner of the “FinTech Company CEO of the Year” award in the 10th annual FinTech Breakthrough Awards program....

NEW YORK--(BUSINESS WIRE)--Advisors dominate 70 percent of conversation time in first prospect meetings and ask factual or closed-ended questions more than 90 percent of the time, according to new research from Horsesmouth's Discovery Lab. The five-year study, one of the largest qualitative analyses of advisor-prospect conversations in the industry, reviewed over 100 recorded first meetings and found a consistent pattern: what advisors call "discovery" is functionally an intake meeting. The fin...

SAN FRANCISCO--(BUSINESS WIRE)--Andersen Consulting expands its digital transformation offering through a Collaboration Agreement with Teolia Consulting....

NEW YORK--(BUSINESS WIRE)--Mercer, a business of Marsh (NYSE: MRSH) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, has agreed to acquire AltamarCAM, a specialist private markets asset manager and solutions provider with €20 billion in assets under management1. After closing, AltamarCAM will become an integral part of Mercer’s wider private markets business. With the integration of...

NEW YORK--(BUSINESS WIRE)--Empathy, the technology company transforming how the world plans for and navigates life’s hardest moments, today released The Hidden Barriers to the Great Wealth Transfer Report. This new research examines how families and financial advisors are preparing for the largest transfer of wealth in history. Approximately $124 trillion in global wealth is expected to change hands by 2048, yet Empathy’s research reveals most families are unprepared for the transition. Only 28...

DALLAS--(BUSINESS WIRE)--RGP announced the promotion of Richard Toledo to Risk & Compliance Practice Leader within its expanded Consulting Services Segment....

VANCOUVER, British Columbia & NEW YORK--(BUSINESS WIRE)--Procurify, the leading AI-powered Intake-to-Pay platform for mid-market organizations, and Cogneesol, a global provider of finance, accounting, and business process outsourcing services, today announced a strategic partnership to help more finance teams modernize procurement faster and take greater control of company spend. For many mid-market organizations, procurement is still held back by manual workflows, disconnected systems, and lim...

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Spring Business Update for institutional investors on Thursday, April 16th....

OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Future of Finance Scholarship Fund, a non-profit organization launched through a collaborative effort led by Prime Capital Financial and a broader network of industry leaders and advocates, has surpassed $100,000 raised since its launch in 2023. The fund supports young women pursuing careers in the financial advisory profession. The most recent fundraising effort generated $75,802 during Prime Capital Financial’s Advisor Business Forum, marking the fund...

KUALA LUMPUR, Malaysia & SINGAPORE--(BUSINESS WIRE)--Wolters Kluwer Tax and Accounting today announced the launch of CCH iFirm Engagement, the first full cloud audit software now available to audit firms in Singapore and Malaysia. For over a decade, CCH iFirm has been driving impact globally for tax and accounting firms, reinforcing its position as a leading, global cloud platform designed to empower accounting professionals and streamline compliance, client management, and workflow across the...