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Investment Advisor
February 2007
Kara Stapleton |
CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap.   |
Bank Technology News
April 2009
Rebecca Sausner |
Compliance, IAM Top Security Plans Security regulatory compliance and identity and access management were the top two security initiatives in financial services in 2008, just as they were the year before. |
Trusts & Estates
March 21, 2002 |
AICPA Campaigns To Repair Damage To Reputation Caused By Enron Scandal The American Institute of Certified Public Accountants is trying to ensure that its reputation is not sullied by the recent scandal involving Enron and the role that improper financial reporting played in it. |
InternetNews
January 12, 2009
Richard Adhikari |
Vendors See More DLP with ID Management CA's recent acquisition is a sign of more product adds to come. |
CFO
August 1, 2012
Kathleen Hoffelder |
Have Cash, Won't Spend Companies are hesitating to spend their cash stores, says a recent survey. |
Investment Advisor
October 2008
Mark Tibergien |
The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox. |
CFO
June 15, 2012
Kathleen Hoffelder |
New Board for Private GAAP Finance chiefs of privately held companies will no longer be faced with the difficult and costly task of applying public accounting standards to their situations. |
Bio-IT World
February 11, 2005
Judy Hanover |
Leveraging IT to Achieve Compliance Budgeting and measuring the success of compliance initiatives is a credibility issue for CIOs. |
Financial Planning
June 1, 2009
John J. Bowen Jr. |
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations. |
Investment Advisor
March 2010
Robert F. Keane |
About the Advisor A short biography of Gerald Wernette, Principal and Director, Retirement Plan Services, Rehmann Financial. |
Financial Planning
February 1, 2005
Paramjit Mahli |
Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand. |
CFO
September 1, 2006 |
The Real Economies of Electric Heat, one reader writes, can do much more than simply generate electricity. Plus, the AICPA defends its move from New York to North Carolina. |
Investment Advisor
February 2007
Mark Tibergien |
No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers. |
CFO
September 1, 2010
David McCann |
The Truth About SAS 70 CFOs who put too much trust in this high-profile report may be putting their companies at risk. |
Financial Advisor
May 2005
David J. Drucker |
Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying? |
CFO
June 15, 2012
Marielle Segarra |
Going Digital Big data and digital marketing become top strategic priorities. |
Financial Advisor
September 2008
Rebecca Pomering |
Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous. |
Job Journal
August 10, 2008 |
Career Snapshot: Accountant Working behind the scenes, accountants keep business and personal finances organized. |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
Financial Planning
September 1, 2012
Ann Marsh |
John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners. |
Insurance & Technology
February 9, 2009
Peggy Bresnick Kendler |
Virtual Roundtable: Green IT Especially in turbulent economic times, "green" initiatives can be a boon to the business. |
InternetNews
March 27, 2008
Kenneth Corbin |
EU Backs IBM-Led Online Privacy Project European body commits $15.8 million to a research effort to help safeguard users of social networking and community sites. |
Financial Planning
June 1, 2010
Donna Mitchell |
Buy the Numbers A small group of financial planners is buying up accounting firms. Here's how-and why-they do it. |
Bank Systems & Technology
March 11, 2004
Ivan Schneider |
In the Advice Game, Bankers Lag Behind Financial Planners Affluent investors seek out multiple sources of advice. But only 20% turn to banks for advice, and just a handful use bankers as their primary advisors, survey says. |
InternetNews
October 27, 2005
David Needle |
Sun Looks to Capitalize on 'Perfect Storm' Sun Microsystems is quickly establishing itself as a leader in identity management solutions. |
Registered Rep.
March 1, 2008
Anne Field |
The Accountant Down the Hall These days, the Holy Grail for financial advisors is to form an official bond with a reputable accounting firm. Simply cultivating a few CPAs willing to send you the occasional client no longer cuts it. |
Registered Rep.
June 3, 2013
Abby Salameh |
The Anatomy of a Marketing Plan You can talk as much as you want to about a strategy for growth, but it's the execution that really matters. |
Financial Planning
May 1, 2005
Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. |
Wall Street & Technology
March 2, 2004
Brendon Lynch |
Web-Privacy Management Increases in Importance An organization's reputation is increasingly at risk online. Financial-services firms, in particular, are constantly updating their Web sites to provide readily accessible information, services and products to their customers and provide a high degree of visibility for the company and its brands.. |
InternetNews
February 20, 2008
Larry Barrett |
Can Oracle's Identity Manager Tackle Compliance? Oracle on Wednesday announced the release of the latest version of its Identity Manager software, a key security and access management component of its Fusion middleware platform. |
CFO
June 1, 2004
Kate O'Sullivan |
CPA Ascendant With accounting savvy more important than ever, is the CPA (rather than the MBA) the new must-have credential for finance execs? |
