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Alison Simons is the founder of Simons Marketing. She started in accounting marketing in 2004 as the head of marketing for a regional CPA firm. In 2013 she became an entrepreneur, and Simons Marketing was born. Simons Marketing develops and executes marketing strategies that help CPA firms reach their goals. She is a regular contributor and presenter with MassCPAs, ProVisors, AAM and is part of the BDO Alliance as a Business Resource Network member.
June 19
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Peter Henderson, CPA, is a partner at Top 100 Firm Moss Adams who has worked in public accounting since 2008. He specializes in federal and state tax credits and incentives. He has degrees in both accounting and engineering, and extensive experience in mechanical and high-tech industries, including aerospace, defense, space-tech, green energy, automotive, manufacturing, and hardware and software development.
June 19
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Anna N'Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.
June 19
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Trillions in assets are set to change hands over the coming years. Is your firm ready to serve the next generation of clients?
June 19
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Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16
RBC Wealth Management -
A new report from the National Financial Educators Council argues that current school mandates for financial literacy are subpar.
June 16
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A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.
June 16
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Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.
June 16
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The ties of the industry to Kingdom Advisors and a network of conservative religious groups have alarmed some financial advisors and industry professionals.
June 16
