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IMA CEO Thomson foresees megatrends for accountants this year

Institute of Management Accountants president and CEO Jeff Thomson is predicting six mega trends in the finance and accounting profession this year.

United statesJeff thomsonInternational financial reporting standards foundationCalifornia societyInternational sustainability standards boardInstitute of management accountantsValue reporting foundationGlobal reporting initiativeInternational integrated reporting councilInternational accounting standards boardManagement accountantsSustainability accounting standards boardValue reportingCarbon disclosure projectClimate standards disclosure boardBlack lives matter

New CFP Board demographic data shows growth in number of Black and Hispanic CFPs

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

United statesCharles adiFinancial planning diversity advisory groupInvestment wealth instituteCharles schwabFinancial planningWealth instituteAfrican americanDiversity and equalityCfp boardCertifications and licensingஒன்றுபட்டது மாநிலங்களில்முதலீடு செல்வம் நிறுவனம்சார்லஸ் ஸ்க்வாப்நிதி திட்டமிடல்செல்வம் நிறுவனம்

Ex-Ameriprise advisor launches Haystack Financial Planning

Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.

New yorkUnited statesMatthew ricksAndrea feirsteinMatthew rickCenters for diseaseConsulting groupXy planning networkTd ameritradeHaystack financial planningNew york city basedDisease controlAmerican collegeBetter life experienceNew york city based haystack financialAsset management

Why wealth management needs emotional intelligence

Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.

Lazetta rainey braxtonAnaneya abebeDiversity and equalityHuman resourcesWorkplace cultureபன்முகத்தன்மை மற்றும் சமத்துவம்மனிதன் வளங்கள்பணியிடம் கலாச்சாரம்

The biggest stories in accounting for 2020

The pandemic reshaped the profession throughout the year and will continue to do so in 2021.

Paycheck protection programAccounting firm servicesCorona virusWork from homeDiversity and equalityTax seasonசம்பள காசோலை ப்ரொடெக்ஶந் ப்ரோக்ர்யாம்கணக்குவைப்பு முறை நிறுவனம் சேவைகள்கொரோனா வைரஸ்வேலை இருந்து வீடுபன்முகத்தன்மை மற்றும் சமத்துவம்வரி பருவம்

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