Tag Archives: accounting

7 Ways Wealth Management Firms Can Innovate

Innovation never stops. To keep pace with structural market shifts in the wealth management industry, it is essential to continuously introduce new technologies that can radically augment client experiences and support new business models’ viability. However, to fully harness the potential of digital acceleration, new technologies must critically address consumer needs to make wealth management […]

Renew Your Tax ID Number & Secure Your Data

The Importance of Data Security It’s time to renew your prepared tax identification number (PTIN) for 2020. A data security responsibilities statement was added to the PTIN renewal process. It was added to keep you aware of your legal obligation to have a data security plan and data protection for taxpayer information. This is due […]

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