Investing

Are You Loud Budgeting? How to Make Your Financial Goals Stick

Talking openly about your money choices may make it easier to hit your financial goals.

Jul 02, 2026 • 5 min

U.S. Won’t Renew Trade Deal with Canada and Mexico

The trade deal was promoted by President Trump during his first term, but in his second term has limited some of his tariff efforts.

Jul 02, 2026 • 5 min

How AI in Wealth Management Turns the Portfolio into a Commodity

Anthony Villis of First Wealth explains why AI could make human judgement, trust and emotional intelligence more valuable in financial planning. The post How AI in Wealth Management Turns the Portfoli...

Jul 01, 2026 • 5 min

Too Much AI, Too Soon: Are Finance Teams Setting Themselves Up for Failure?

Active use of AI within finances more than doubled between 2024 and 2026, rising from 30% to 75%.

Jul 01, 2026 • 5 min

CLA Expands in Pacific Northwest by Adding Perkins & Co.

Portland, OR-based Perkins & Co., an INSIDE Public Accounting top 200 firm that also has an office in Vancouver, WA, has joined CliftonLarsonAllen, effective July 1.

Jul 01, 2026 • 5 min

House Ways and Means in Early Stages of Tackling Sports Taxation

Legislation on a wide range of sports-related tax issues is under consideration.

Jul 01, 2026 • 5 min

Florida Institute of CPAs Elects Amy Kistka as New Chair

Kistka began her volunteer service with the FICPA in 2019 as a member of its State Legislative Policy Committee and Women in Leadership Committee.

Jul 01, 2026 • 5 min

Louis Taylor Steps Down as British Business Bank CEO to Conclude Transformed Era

Louis Taylor will step down as CEO of the British Business Bank in September 2026 after four years, having expanded the bank’s long-term financial capacity to £25.6billion. The post Louis Taylor Steps...

Jul 01, 2026 • 5 min

Active Management and Geopolitics Define the Next Emerging Markets Growth Cycle

Aubrey Capital Management and LarrainVial brought together over 100 investment professionals in London to discuss emerging market opportunities, highlighting active investing, geopolitical risk, and t...

Jul 01, 2026 • 5 min

TaxStatus Launches New Capability That Turns Tax Records Into Planning Opportunities

TaxStatus unveiled Planning Observations, a new capability that automatically identifies advisory opportunities and advice gaps from a client’s own tax records.

Jun 30, 2026 • 5 min

Is the European Commission’s Tax Omnibus Proposal a Step in the Right Direction?

The European Commission’s new Tax Omnibus proposal marks a notable step towards improving the simplicity and competitiveness of the EU Single Market.

Jun 30, 2026 • 5 min

ACA Group Directs Capital to Durham to Fuel In-House AI Compliance Architecture

ACA Group has opened a new innovation and technology center in Durham, North Carolina, to strengthen in-house AI development and enhance its proprietary ComplianceAlpha platform. The post ACA Group Di...

Jun 30, 2026 • 5 min

Fetterman Says He Will Open Trump Accounts for His Kids, Urges Others to Do the Same

Sen. John Fetterman—who did not vote for the GOP-led initiative last year—said he was urging families in deeply Democratic Philadelphia to look past Trump’s name on the program.

Jun 30, 2026 • 5 min

AI Giants May Soon Enter Your Retirement Portfolio. Should You Worry?

The expected IPOs of OpenAI and Anthropic could give retirement savers a stake in the AI boom—and expose them to trillion-dollar risk.

Jun 30, 2026 • 5 min

SALT Round-Up—Current Developments in Key Jurisdictions

CPAs need to be aware of current developments in key states to properly advise companies doing business in multiple jurisdictions. As state and local tax jurisdictions continue to face budgetary chall...

Jun 30, 2026 • 5 min

The Week in Market Moves | June 18-25, 2026

Company signals and market response This analysis tracks the top company developments and how markets absorbed them through Thursday’s close, focusing on where shifting narratives translate into price...

Jun 30, 2026 • 5 min

UAE Property Market Shifts from Speculative Trading to Permanent Capital Hub

The UAE real estate market is evolving into a more mature, resident-driven investment landscape, with strong transaction activity and record project backlogs at Emaar Properties and Aldar Properties u...

Jun 30, 2026 • 5 min

Indian payments chief thinks AI will be heavily involved in next era of digital payment growth

Dilip Asbe said that newer UPI apps could be more competitive with a viable commercial model.

Jun 28, 2026 • 5 min

Interactive Brokers Expands Agentic Wealth Ecosystem with ChatGPT and Grok Alliances

Interactive Brokers has integrated OpenAI’s ChatGPT and xAI’s Grok into its trading tools, enabling natural-language execution for derivatives while maintaining human-in-the-loop safeguards for instit...

Jun 27, 2026 • 5 min

Oxyfinz Unveils Free Software Initiative to Bridge the UAE Wealth Management Technology Gap

Oxyfinz has launched a new initiative to help independent wealth managers and boutique firms in the UAE scale operations, offering free access to institutional-grade portfolio automation tools for fir...

Jun 27, 2026 • 5 min