iA Financial Acquires Leader from Mercer UK
Additionally, CIBC Wood Gundy and Wellington-Altus Private Wealth expand their operations with new advisor teams.
Insurance products and industry updates
Additionally, CIBC Wood Gundy and Wellington-Altus Private Wealth expand their operations with new advisor teams.
Sage has introduced new tools and commercial offerings aimed at simplifying the process for developers and partners to build, launch, and scale solutions within the company's product ecosystem.
Oklahoma and Louisiana have proposed legislation to implement a weight-based tax system for moist snuff tobacco, aiming for consistent tax rates across products and reduced fluctuations in revenue.
The proposed higher state income tax may create added uncertainty and complexity for Seattle sports teams in navigating free agency strategies.
Today is the last opportunity to secure a second pass to TechCrunch Disrupt 2026 at half price. Take advantage of this offer to bring a partner, co-founder, or colleague for a reduced rate.
Companies require AI that automates tasks while ensuring results are auditable and reliable. A promising approach to achieve this is through the development of a context graph.
Optro, a cloud-based platform specializing in audit, risk, and compliance management, announced on May 6 its acquisition of Midship, an AI-driven solution focused on SOX automation, enhancing its service offering in the financial management sector.
The unemployment rate increased to 6.9%, up from 6.7%, reflecting a concerning shift in the labor market.
A split decision from a three-judge panel at the U.S. Court of International Trade has invalidated the 10% tariffs following a request from small businesses and predominantly Democrat-led states.
Survey findings indicate that Gen Z job seekers are approximately 2.5 times more inclined to provide false information during the application process compared to Baby Boomers.
This edition of our 'Letter from the Editor' series presents insights from Tearsheet editor Sara Khairi, examining the disconnect between Gen Z's financial literacy and the complexities of today’s economic system.
Advisors who provide estate planning support can significantly enhance client satisfaction and capture missed opportunities, ultimately benefiting their practice.
With the increasing complexity of teams and reliance on technology, proficiency in project management is now crucial for CPAs, extending beyond traditional training.
Research indicates that a significant increase in income tax could hinder economic growth and limit opportunities for small businesses in Rhode Island.
Avalara has rolled out additional features in its property tax solution aimed at helping organizations improve efficiency during tax return season and better prepare for high-volume filing periods.
For startups seeking visibility and tangible connections, participating in the TechCrunch Disrupt 2026 exhibit is essential. Secure your 6' exhibit table now to stay ahead of the competition.
Act now to save up to $410 on your pass, with a second one available at half price for TechCrunch Disrupt 2026. This limited-time offer concludes May 8 at 11:59 p.m. PT. Register today.