On the move: Maryland names its Women to Watch

Plus, EisnerAmper names 25 partners; Bonadio’s FoxPoint launches AI services for SMBs; and other firm and personnel news from across the profession.

Plus, EisnerAmper names 25 partners; Bonadio’s FoxPoint launches AI services for SMBs; and other firm and personnel news from across the profession.
Deloitte agreed to pay $21.5 million to settle U.S. Department of Justice allegations that its diversity, equity and inclusion practices failed to comply with federal antidiscrimination requirements in violation of the False Claims Act, according to a settlement agreement shared Tuesday by the department. “Government contractors cannot reward or penalize employees based on race or…
Time will tell when it comes to identifying where the cracks are in artificial intelligence, spilled by savvy advisors and RIA chief technology officers ()s. Thus far, I have gotten only anecdotal shards from advisors who have experience with multiple point solutions, principally those using more than half a dozen of the most popular AI…
Just the Tip: Hiding debt, secret accounts, or concealed spending from your partner erodes trust in ways that outlast the financial damage. Practice full transparency: shared access to accounts, honest conversations about debt, and no hidden purchases. If you’re concealing something now, the discomfort of disclosure is always smaller than the cost of discovery. Subscribe…
When people post infographics on their Instagram accounts, they’re sharing information and facts about the world with their followers. They’re also trying to convey something about the kind of person they are by distributing these aesthetically pleasing, digestible bites of data. Perhaps they want to make a statement about their own politics or conscientiousness. So…
This past February, financial planner Alex Chalekian and Altruist founder Jason Wenk were on vacation in Zihuatanejo, Mexico, when the firm’s tax planning tools sent Wall Street into a tizzy. Processing Content Investors dumped shares in giant rivals such as Charles Schwab, LPL Financial and Raymond James after the upstart custodian and registered investment advisory…
Global Banking & Finance Review® is an online platform providing news, analysis, interviews, opinions, press releases, market information and other content relating to banking, finance, insurance, investment, wealth management, fintech, financial markets, technology, regulation and related industries worldwide. The website publishes editorial content, news, press releases, contributed articles, sponsored content, advertorials, advertisements and other material…