CFP Board Announces CEO Leadership Transition
CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the...
Category : Financial Advisory & Services
Prime Capital Financial Aligns with Sugarloaf Wealth Management
Partnership with $1B Georgia firm signals expansion into the Southeast Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in...
Fifteenth Announces $8.25 Million in Seed Funding
Rippling and Carta veterans unveil AI-driven workflows and personalized tax strategies for complex scenarios involving RSUs, Stock Options, IPOs, and more Fifteenth, a tax solution...
Tax Systems Launches Alphatax in the UAE
Leading Tax Software Provider Expands to Support Businesses Adapting to the Country’s New Corporate Tax Regime Tax Systems, the global tax and accounting software provider,...
Qount secures funding to enhance AI-driven tax and accounting
The Round, Led by Savant Growth with funding from Kennet Partners, Will Accelerate AI-driven Solutions for Practice Management, Tax, and Accounting Professionals Savant Growth, a...
Peter Crawford, Former CFO of Charles Schwab, Joins Focus Financial Board
Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced the appointment of Peter Crawford, former Chief...
Northern Trust Expands Global Quantitative Investment Team
Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation Northern Trust Asset Management (NTAM), a leading global investment management firm with US$1.3 trillion in...
Anchin Welcomes Two New Partners to its Growing Team
Anchin, a leading accounting and advisory firm based in New York, is excited to announce the addition of two esteemed professionals to its partnership. Ryan Babiak has joined...
LBMC Launches 2025 Business Outlook Report
Eighth Annual Report Also Highlights Industry-Specific Insights LBMC, a top 40 public accounting firm and the largest Tennessee-based professional services and business consulting firm, announces...
Certuity Names Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner
Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner. Ms. Eroshin has...