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Want to know where the smart-money minds go when off the clock? It’s here.
June 22 -
Dr. Louise Beaumont advises Publicis.Sapient and their clients on the open future. Beaumont co-chairs techUK’s open banking and payments working group, making the case for successful implementation of open banking, and she is also a member of the New Payments System Operator’s End User Advisory Council, advising on fintech. She can be reached on Twitter @LouiseHBeaumont.
June 22 -
Carolyn Hall, CPA, MBA is the leader of the FWRD group at Wiss where her strong ability to understand each FWRD client's needs provides immeasurable benefits to the business owners as they grow. FWRD clients say that Carolyn's advisory services and strong relationships with them ensures the highest standards of service and results for their business.
Carolyn works with clients in various commercial industries, real estate and media and technology companies, as well as professional service industries including advertising agencies, law firms and medical practices.
Additionally, Carolyn is on the advisory council for the Intacct Accountants Program and Bill.com advisory board. As a member of these two cloud accounting focus groups, Carolyn is able to expand her knowledge base and have direct input on the rapidly advancing industry. She is also an active member of the Wiss Women's Leadership Forum.
June 22 -
While the demise of the Department of Labor’s regulation will hurt investors, it makes fiduciary advisors even more relevant.
June 22
HighTower Boca Raton -
As the business cycle winds down, advisors should guide them with a steady hand.
June 22 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
It has become increasingly difficult to time the market.
June 22 -
If project goals are exceeded, these offerings provide an extra interest payment.
June 22 -
Investors yanked $7.7 billion from emerging-market equity and investment-grade credit funds due to trade tensions and tightening monetary policies.
June 22 -








