Technology February 18, 2025
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
February 17, 2025
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February 12, 2025
February 12, 2025
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March 5, 2020
66 percent of U.S. business owners at this early stage say they are prepared should the virus become widespread. That's according to new research from Paychex, a leading provider of human resources, payroll, benefits, and insurance solutions.
March 5, 2020
The Readers' Choice Awards give our readers the opportunity to help shine a spotlight on the technologies, services and vendors they use and trust — the ones that help them succeed in their profession, and those that they find valuable for their clients.
March 5, 2020
There were also signs of worry from bankers about increased competition from the fintech sector. More than three-fourths (76%) of bank respondents said they fear new payment and money transfer platforms, like ApplePay, PayPal, Stripe, and Venmo, ...
March 5, 2020
Business executives’ outlook for the U.S. economy rose sharply in the past quarter, but concern is clearly growing about the potential global fallout from the spread of coronavirus, according to the first-quarter AICPA Economic Outlook Survey.
March 4, 2020
The cannabis industry is expected to see an increase in sales up to 374% until 2023. In only three years, a rise in demand for CBD-products will most likely result in a turnover of $23.7 billion in the United States.
March 4, 2020
As a founder who has spent most of my career in financial services, I intimately know the unnecessary hurdles that small business owners face when it comes to banking. Whether you’re trying to open a bank account, send payments and transfers, or simply separate your business and personal finances without incurring costly fees, almost everything...…
March 3, 2020
What if you could get information from clients with 1 click? With 1 adjustment to your existing technology, you can. Learn how to free yourself from the back-and-forth and make client collaboration easier today.
March 2, 2020
Retail sales during 2020 will increase between 3.5 percent and 4.1 percent to more than $3.9 trillion despite uncertainty from the lingering trade war, coronavirus and the presidential election. That's according to a new forecast by the National Retail...
February 23, 2020
Below is a list of the 2020 sales tax holidays, with links to the most up-to-date state information provided by state tax departments. Some departments update dates and information closer to the time of the upcoming sales tax holidays.
February 23, 2020
January’s results build on increases of 0.3 percent month-over-month and 6.3 percent year-over-year in December. As of January, the three-month moving average was up 3.5 percent over the same period a year ago, compared with 3.9 percent in December.
February 17, 2020
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.
February 13, 2020
Many businesses share the goal of increasing sales and expanding into new markets. But, now that most states tax sales by out-of-state sellers, such growth often brings new sales tax collection obligations.