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Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.
October 15
Stout -
Diana Cabrices is the founder of Diana Cabrices Consulting and acting chief evangelist at
Trust & Will .She partners with financial services and technology firms to scale advisor engagement and growth. She is also a frequent industry speaker and contributor.
October 14
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Allowing artificial intelligence to make investment management decisions poses an organizational threat, according to the majority of advisors in Financial Planning's AI Readiness Survey.
October 14
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Also remarkable: the size of the teams that are leaving and the types of firms benefiting from the defections, a new report from Diamond Consultants finds.
October 14
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After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.
October 14
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The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14
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Wells Fargo CEO Charlie Scharf also points to investments into the firm's independent channel as helping to retain advisors and curtail departures to other firms.
October 14
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JPMorganChase CEO Jamie Dimon said that his bank can improve its procedures to guard against fraud.
October 14
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Gregg O'Connor is a vice president at Stout. He has experience providing domestic and cross-border tax due diligence and tax structuring services to both private equity and strategic clients. He has extensive experience across a broad range of industries, including technology, media & telecommunications, healthcare, business & professional services, industrial, and consumer products. He advises private equity firms as well as public and private companies throughout the M&A transaction lifecycle. Prior to joining Stout, he was a manager in PriceWaterhouseCoopers' M&A Tax group. He also worked at KPMG in the M&A Tax group and Grant Thornton on the International Tax team.
October 14
