The Latest

  • Sandra Wiley, COO & Shareholder, is ranked by Accounting Today as one of the 100 most influential people in accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.Sandra directs Boomer Consulting, Inc.'s annual Talent Development Advantage and offers her services as co-director of the Performance3™ Academy Program as well as the CEO Advantage. She has been in the Strategic Coach Entrepreneurial Team Program™ for over 10 years and is responsible for communicating its concepts to clients and the Boomer staff.Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor.She is a popular author who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the Boomer Bulletin™ and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

    August 27
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  • Brent Nicholson is the co-founder and chief client officer at Carrum Health.

    August 27
  • Blue Whale’s total managed funds recently surpassed 1 billion pounds.

    August 27
  • Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

  • Tim Rowley is the chief operating officer and chief technology officer of PeopleCaddie, a digital talent network for highly skilled contractors. Previously, he served as the senior vice president of e-commerce marketing at Bank of America, where he worked to grow online sales and the online banking user base. Through that experience in changing consumer behaviors to leverage new technology, he saw a parallel opportunity in the contingent labor market. PeopleCaddie works with businesses in a variety of industries, matching employers with fully vetted, professional contractors as well as helping workers leverage their specialized skill sets into attractive contract work opportunities.

    August 27
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  • Manish Sharma is group chief executive of Accenture Operations.

    August 27
  • For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.

    August 27
    Financial advisor client meeting review
  • Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.

    August 27
  • ESG

    The tech companies have executives who were early backers of the Long-Term Stock Exchange.

    August 26
    A maintenance worker cleans solar panels at a power station in New Delhi, India.