The Latest

William Holder serves as dean of the USC Leventhal School of Accounting, and holds the Alan Casden Dean’s Chair of Accountancy. Prior to his current post, he was the Ernst & Young Professor of Accounting and director of the SEC and Financial Reporting Institute in the Marshall School of Business at the University of Southern California. Dean Holder has published extensively on the subjects of financial accounting and reporting and auditing. He has received numerous awards during his career, including being twice named as one of the “Top 100 People” in the accounting profession and receiving the AICPA Gold Medal for Distinguished Service, the highest honor awarded by that organization. He has served on a number of governance and standard setting authorities including the Accounting Standards Executive Committee of the AICPA and the Governmental Accounting Standards Board.  During congressional hearings leading to passage of the Sarbanes/Oxley Act, he provided invited testimony about financial reporting, auditing and corporate governance.  

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.

Amid fierce competition for wallets of the super-rich, exotic perks are emerging.

Udi Hoitash is an accounting professor at Northeastern University in Boston.

Jen Farrell is director of agent and customer research at Liberty Mutual and Safeco Insurance, supporting independent agent distribution and product development. In her role, she conducts primary research and interprets industry trends to ensure Liberty Mutual and Safeco take a data-driven approach to the agent and customer experience. Jen brings nearly 15 years of experience in research and digital analytics, previously working with some of the world’s largest brands to uncover marketing insights and answer critical business questions. When she’s not studying consumers, independent agents, or the insurance industry, she can be found hiking through the woods in New England.

Demetrios Frangiskatos, CPA, is the leader of analytics and emerging methods at Top 10 Firm BDO USA. He has more than 22 years of experience providing accounting, auditing, and business advisory services. Currently, he oversees BDO’s assurance business line’s BDO Advantage team, where he focuses on the strategic research and development, deployment, integration and enablement of technology platforms and solutions within the assurance practice.

The comply-or-explain component is radical for a securities exchange and could have a big impact on the more than 3,000 companies listed on the exchange.

Owakhela Kankhwende is a subscription acquisition data analyst at Insider.

The private equity-backed firm and other giants of the industry are deploying their capital across new and existing lines of business.

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.