portfolio companies and Fortune 1000s, has expanded with the addition of Kevin Logterman as partner in the firm’s financial officer practice. He joins current financial officer practice partners Drew Pressman, Brian Dwyer and David Robinson. “We are thrilled to have Kevin join our firm,” said...
The compliance aspect of attest services often uncovers useful financial data for the business. We intentionally designed our processes to deliver timely services and provide recommendations to improve the health of the business. Learn More Indirect Tax ...
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Similarly, the Digital Operational Resilience Act (DORA) is a European Union regulation that comes into effect in January 2025 and aims to strengthen the IT security of financial entities like banks, insurance companies, and investment firms—helping ensure their resilience in the face of sev...
ISV Financial Services CampaignCollection Last Modified2024-05-30 Microsoft Cloud for Financial Services provides capabilities to help manage data to deliver differentiated experiences, empower employees, and help combat financial crime while facilitating security, compliance, and interoperability of financial ...
We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services.The services listed here are for professional financial advisers only ...