Financial Planning

Is Modern Wealth Management's Acquisition Strategy a Winning Move?
Financial Management Is Modern Wealth Management's Acquisition Strategy a Winning Move?

In a significant move that underscores the ongoing trend of consolidation in the financial advisory sector, Modern Wealth Management has acquired Petso Financial Consultants LLC. This latest acquisition brings a Boise, Idaho-based firm with $1.4 billion in managed assets into its growing fold. The

Intuit Launches Enterprise Suite for Growing Businesses Seeking ERP Light
Financial Management Intuit Launches Enterprise Suite for Growing Businesses Seeking ERP Light

Intuit has introduced a new platform, the Intuit Enterprise Suite, tailored for growing and complex businesses that need advanced enterprise resource planning (ERP) functionalities without the burden of high costs and complexity typical of traditional ERP systems. Launched on September 17, the

Will Clarion's Buyout Preserve Its Independent Wealth Planning Legacy?
Financial Management Will Clarion's Buyout Preserve Its Independent Wealth Planning Legacy?

In a significant shift for Clarion Wealth Planning Limited, the financial planning firm based in Alderley Edge, founder Ron Walker has sold the majority of his shareholding to the existing management team through a management buyout (MBO). This move is crucial in preserving the company’s

Lean Mindset in Accounting: Driving Sustainable Business Practices
Strategic Management Lean Mindset in Accounting: Driving Sustainable Business Practices

In an era where sustainability is becoming increasingly integral to business operations, Professor Margaret Shackell is pioneering a novel approach to teaching sustainable business management in the field of accounting. Inspired by the precision and efficiency of a NASCAR pit crew, Shackell has

HR Tech Solutions Address Key Challenges in the Freelancer Economy
Human Resources HR Tech Solutions Address Key Challenges in the Freelancer Economy

As the freelance economy continues to grow, it has fundamentally changed how professionals approach their careers. While freelancing offers advantages like flexible schedules and the ability to choose projects, it also presents unique challenges that can impact a freelancer's quality of life and

How Does DuPont Community Credit Union Enhance Your Financial Health?
Financial Management How Does DuPont Community Credit Union Enhance Your Financial Health?

How Does DuPont Community Credit Union Enhance Your Financial Health? DuPont Community Credit Union (DCCU) prides itself on being a community-focused financial institution dedicated to enhancing the financial health of its members. With a rich array of services and solutions, DCCU aims to support

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