• Financial Management

    CI Financial buys Barrett Asset Management in latest acquisition for Canadian wealth management firm

    CI Financial, the leading acquirer of independent wealth management firms last year, is aiming to retain that title. The Toronto-based RIA said Thursday that it had snapped up Barrett Asset Management of New York, its second acquisition this year. The deal by CI Financial, an RIA with nearly $186 billion in client assets, is the firm’s 15th since it entered the U.S. market in January 2020. Barrett, an RIA, has $2.5 billion in client assets under management for high net worth and ultrahigh net worth investors. The deal gives the Canadian company around $212 billion in total assets, including a  

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  • Business Accounting

    Will Your Firm Experience High Growth Post-COVID?

    Virtually every industry has been impacted by COVID-19, and accounting has certainly been one of them. The Hinge Research Institute’s newly released analysis of the Accounting and Financial Services segment of the 2021 High Growth Study reveals the trends that have affected the industry as the economy underwent significant changes due to the pandemic. Here are highlights from some key findings contained in the report:  1. Research is playing a larger role in reducing risk. In a world marked by unpredictability and disruption, research is providing accounting firms with the insight to address clients’ and prospects’ key issues and evolving  

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  • Business Accounting

    Accounting Firm Goldin Peiser & Peiser Joins EisnerAmper

    TipRanks The 5G Revolution Could Send These 3 Stocks Higher We’ve got a full month of 2021 behind us now, and a few trends are coming clearer. The coronavirus crisis may still be with us, but as vaccination programs expand, the end is in sight. With President Trump out of the picture, and the Democrats holding both Houses of Congress and the White House, politics is looking more predictable. And both of those developments bode well for an economic recovery this year. Looking back, at the year that was, we can also see some trends that stayed firm despite the  

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  • Business Accounting

    Accounting firm defies industry norms, grows rapidly | Business Observer

    For a company that doesn’t have a sales team and doesn’t do much in the way of marketing and advertising, St. Petersburg tax and accounting firm Spoor Bunch Franz, founded in 2016, has crafted a profile that not only challenges industry norms and tropes but also wins it a steady stream of new business.  Since the merger that combined Spence Marston Bunch & Morris with Spoor & Associates, the firm — led by partners Stephen Bunch, Richard Franz III and W.G. Spoor II — has seen its revenue, built on a foundation of work for clients that specialize in affordable  

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  • Business Accounting

    Accounting firm heads, business leaders urge Congress to accept Electoral College results

    Leaders of the Big Four CPA firms and other major companies are stepping in and asking Congress to allow a smooth transition to the Biden administration as Congress prepares for a certification of the Electoral College vote on Wednesday. The normally perfunctory vote usually occurs every four years without incident in Congress, but this year, amid continuing allegations by President Trump of voter fraud, a group of Republicans in both the House and Senate have announced plans to challenge the count of the Electoral College results. On Monday, a group of business leaders in New York called on Congress to  

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  • Business Accounting

    5 steps to defining your accounting firm employment brand

    Accounting firms thinking about their branding is nothing new. You’re used to articulating what differentiates your business, the values you stand for, and your unique selling proposition (USP). When you think about your brand, you usually do so in the context of customers, putting yourself in their shoes and asking what qualities they should associate with your firm. While these customer-facing branding activities are vital and worthy activities, you should also practice these exercises in the context of prospective employees. Doing so allows you to develop your employment brand. On the LinkedIn Talent Blog, Sarah Lybrand defines “employer branding”  

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  • Loans

    U.S. Republicans seek firm end to Fed’s coronavirus loans, complicating aid talks

    WASHINGTON, Dec 17 (Reuters) – A new potential roadblock to a $900 billion coronavirus economic relief bill emerged in the U.S. Congress on Thursday as some Senate Republicans insisted on language ensuring that expiring Federal Reserve lending programs cannot be revived. One Democratic aide criticized the move by Senator Pat Toomey, a Pennsylvania Republican, saying it would limit President-elect Joe Biden’s ability to respond to the heavy economic toll of the pandemic, which in addition to killing more than 300,000 Americans has thrown millions out of work. “It would tie the hands of the Biden administration to use those tools  

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  • Business Management

    Management completes buyout at Harrogate medical firm Beaucare

    Business The final stage of a management buyout (MBO) at an independent supplier of medical, nursing and hygiene supplies to the care sector, has been completed. Monday, 12th October 2020, 4:45 pm Dealmakers: LCF Law’s Susan Clark, Beaucare’s Heather Mawrey and Joe Storr, and Alastair Morris from Santander. Harrogate-based Beaucare Medical’s managing director, Heather Mawrey, and commercial finance director, Joe Storr, first bought into the business in 2017 when original owner Jonathan Brown sold his controlling stake. The pair have now bought Mr Brown’s remaining shares in the business with law firm LCF Law advising them on the deal. Sign  

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