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News
On the move: RKL installs new CEO
1+ week, 2+ day ago (148+ words) Mike De Stefano has taken the helm at RKL; The Bonadio Group named Cailee Medina its new chief human resources officer; Rea appointed Tory Spadafora its first-ever chief growth officer; and other firm and personnel news from across the profession....
On the move: CohnReznick names a new CFO
2+ day, 11+ hour ago (167+ words) Kate Peachway has joined CohnReznick as a partner and chief financial officer; the Ohio Society of CPAs names its new board of directors; ConvergenceCoaching graduated the 2025-2026 class of its Transformational Leadership Program; and other firm and personnel news from across…...
Statement on Regulation Crypto Assets
3+ week, 5+ day ago (460+ words) provisions are intended to give issuers a workable path to raise capital, reduce the incentive to move...enforcement case might apply to their own situation.2 Starting on January 20, 2025, the Commission moved...
Ship versus swarm
2+ week, 4+ day ago (737+ words) It's about how much agreement is required before any unit or person is allowed to move....
The 2026 Salary Survey: Inching upward
2+ week, 6+ day ago (447+ words) Respondents with higher pay said they were less likely to need to move jobs for a meaningful raise....Forty-six percent of respondents said they would need to move to another job to get a meaningful increase...
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) The firm has made seven acquisitions this year, adding close to $860 million in AUM, as well as 10 team...It has made more than half a dozen acquisitions this year, including SFS Financial earlier in August....
SEC Announces Agenda and Panelists for Roundtable on Preparations for 24-Hour Trading
1+ week, 5+ day ago (419+ words) also highlight what has been completed, what remains, and expected liquidity conditions as markets move...
September Fed decision is now a coin flip as rate hike odds increase post Warsh
2+ week, 2+ day ago (329+ words) Those three members, instead, argued rates needed to move higher in response to elevated inflation....
Entrepreneur networking groups for practice leaders
3+ week, 6+ day ago (527+ words) matching yours because your firm has outgrown the average member's size or complexity, then it's time to move...
Your clients' data belongs to your clients
3+ week, 4+ day ago (573+ words) When financial data can't move freely and securely, businesses fall back on manual re-entry across banking...