The Latest

  • Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

    May 28
    Kimberly Foss
    Mercer Advisors
  • The incident demonstrates that companies are increasingly holding employees accountable, even for behavior that occurs outside the office.

    May 28
    Franklin Templeton Investments, a long-time active asset manager, is seeking approval for a Saudi Arabia ETF, according to a filing with the SEC.
  • Roger Brown is head of tax & regulatory affairs for Lukka. He has more than 27 years of experience as an international tax and financial products lawyer. He spent a decade in the national office of the IRS writing regulations and other guidance and a similar period as a partner in Ernst & Young’s financial institutions & products office. After being tasked to be lead international tax partner on a number of EY’s largest banking, insurance and other capital markets clients — often bridging the intersection of tax and capital markets regulations — he was one of EY’s leaders in the fintech and blockchain space prior to joining Lukka.

    May 28
    brown-roger-lukka.jpg
  • The firm joins a growing number of asset managers offering hidden-asset products.

    May 28
    The new ETF from Legg Mason will have a relatively “concentrated” portfolio of 30 to 40 companies with value investing characteristics, a fund manager at the firm's affiliate ClearBridge Investments says.
  • Kingsley Greenland is president and CEO of DebtX.

    May 28
    Kingsley Greenland
  • Bill Thompson is president of insurance company CPA Mutual, helping CPAs navigate professional liability issues. He has been a member of CPA Mutual since 1993 and has been a licensed CPA since 1981.

    May 28
    bill_thompson_363.jpg
  • The SBA’s form clarifies some issues, but still leaves questions to be answered.

    May 27
    Paycheck protection program application form
  • Jev Golinejs is a board member and chief legal officer at Dating.com Group.

    May 27
  • Michael Holmstrom, audit manager at Marks Paneth LLP in the Real Estate Group, is a New York CPA and has received his M.S in Accounting from SUNY Old Westbury. In addition to real-estate, Michael also has an extensive auditing background in construction, manufacturing and distribution, healthcare, food and beverage and architecture and engineering. Over the past few years, Michael has helped to prepare his firm for the future of auditing by researching audit technology and gaining an understanding of how data analytics can start to help his firm become more efficient. In addition, with the use of Excel and other software, he has helped develop some efficiencies in the audit practice.

    May 27