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Marcus Wagner is founder and CEO of AcctTwo, a business process outsourcing firm for middle-market companies. He has more than 20 years of experience working with large, midsized and small companies in the areas of financial accounting and auditing, process and internal controls consulting, and management advisory services. His career began at PricewaterhouseCoopers, where he spent time in the financial audit and risk advisory practices. He was a co-founding partner of Calvetti, Ferguson & Wagner, an accounting firm, before founding AcctTwo.

Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

Any tax increases on high-income individuals and corporations would be offset by massive spending packages targeted at accelerating the country’s recovery from the coronavirus, according to the firm.

The wirehouse added a pair of veteran advisors from its rival after picking up several new hires in recent weeks.

Carl Slabicki is head of commercial, global payments and trade at BNY.

“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The asset manager has become one of the fastest-growing hedge funds at a time when many competitors are losing assets.

Trisha Crombie & Associates, Inc.