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News
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) The deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds...The firm has made seven acquisitions this year, adding close to $860 million in AUM, as well as 10 team...The deal adds…...
Caseware rolls out Excel add-on, client request AI
4+ day, 22+ hour ago (284+ words) Verity in Excel is delivered as a Microsoft Office add-in, via the Caseware Cloud Connector....
SEC Proposes Amendments to Exchange Act Rule 3a12-8 to Add European Union Debt Obligations
2+ week, 2+ day ago (286+ words) Exchange Commission today proposed amendments to Rule 3a12-8 under the Securities Exchange Act of 1934 to add...gov websites use HTTPS More in this Section SEC Proposes Amendments to Exchange Act Rule 3a12-8 to Add...Exchange Commission today proposed amendments to Rule 3a12-8 under…...
Tax Fraud Blotter: Get your stolen checks here
2+ week, 3+ day ago (1100+ words) to defendants Scott and Telewoda, who then advertised the stolen checks for resale on the Telegram app...
Last Day ITR Checklist: 8 Things You Must Check Before Submitting Today
2+ week, 7+ hour ago (558+ words) Before submitting the return, verify your PAN, Aadhaar details, name, date of birth, mobile number and...
M&A roundup: Hot start to September
1+ week, 5+ day ago (145+ words) CRI added Morrison & Smith; Ascend acquired GreerWalker; Nichols Cauley added LaRocco; Accuity acquired...KKDLY; Grimes added Stevens and Ciccone; BGM acquired John T....Chipman; and WPWealth added Optimus Capital Advisors....
Jackson Hole analyst roundup: Warsh's speech sends hike chances higher, may put Fed `at odds' with Treasury
2+ week, 12+ hour ago (470+ words) that he can claim credit for taming it when headline measures inevitably come down," Maley said, adding...
Xerocon 2026: use AI but stay aware of security risks
2+ week, 5+ day ago (581+ words) She added later that even if someone does get good advice from AI, that advice could change completely...She added that there are regulatory implications for not paying attention to things like this....
Bill goes remote-first
1+ week, 3+ day ago (300+ words) She added that customers also don't really care how many days a week the team is in the office, they...
Will AI replace accounting firms in the small biz market?
2+ week, 6+ day ago (944+ words) accuracy, provide better insights to the leadership team, and scale as the business grows without adding...