Investment strategies and portfolio management
A renewed request to halt the enforcement actions by the OSC has been denied, impacting the company's operational strategy.
The firm is successfully attracting advisors from various sectors, driven by experienced industry professionals.
Renting storage space might seem straightforward, but effective management is crucial for maintaining operational stability amidst challenges like malfunctioning gates, overlooked insurance checks, and fluctuating climate control systems.
Owning a home marks a significant financial milestone, providing stability and a personal asset. However, it's essential to consider the ongoing costs, including maintenance, property taxes, and market fluctuations, to fully understand the financial implications of this investment.
Rust poses a threat to metal surfaces, undermining both aesthetics and longevity. Regular maintenance with a pressure washer can help counteract rust, as the combination of high pressure and cleaning agents effectively removes corrosion, extending the life of your assets.
A recent Tax Court decision, Rosso, TC Memo 2025-115, on November 6, 2025, indicates that fees associated with certain legal actions may still be eligible for tax deductions.
Many companies miscalculate the return on investment in embedded finance by prioritizing superficial metrics over meaningful outcomes. Success is better measured through customer retention, customer lifetime value, revenue depth, and risk-adjusted returns.
The leading firm has rolled out CLA One Digital, a cohesive digital service aimed at assisting clients in modernizing their operations, minimizing risk, and attaining tangible business results.
Carryover provisions help businesses “smooth” their risk and income, making the tax code more neutral across investments and over time.
As the year begins, financial and risk management professionals focus on enhancing their organizations' cybersecurity and technology risk strategies, aiming to strengthen defenses and mitigate potential threats.
This inaugural edition of our "Letter from the Editor" series provides insightful analysis from Tearsheet editor Sara Khairi, highlighting the disconnect between the resources offered to small businesses and their pressing need for relief and support in today's market.
Jackson Thornton, a prominent accounting firm ranked among the top 200 by INSIDE Public Accounting and based in Montgomery, AL, has been integrated into the Ascend platform, enhancing its market presence.
A bonus offers a financial boost, but experts advise careful planning to avoid impulsive spending.
Gen Z and Millennials prefer tailored communication from advisors who grasp their values and information consumption habits.
Major investments in artificial intelligence have surged on Wall Street, with the top five companies committing $800 billion in capital spending this year, raising concerns about potential economic distortions.
João Moura from Fraudio outlines how the fintech leverages centralized network intelligence to safeguard $2 trillion in transactions, demonstrating superior performance compared to traditional fraud detection systems.
Advisors should adopt a more structured strategy to increase the effectiveness of professional referrals.
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.
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.