Practice management

Art Kuesel
April 21, 2020 9:00 AM

You can still reach out to prospects even in the midst of the coronavirus pandemic.

3 Min Read
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IRS
Michael Cohn
April 20, 2020 5:00 PM

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

4 Min Read
Truist Chairman and CEO Kelly King
M&A
Paul Davis
April 20, 2020 3:00 PM

Executives say they can still meet their goal of $480 million in cost savings this year from the combination of BB&T and SunTrust despite unexpected expenses, unless the economy fails to rebound quickly.

3 Min Read
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Edward Mendlowitz
April 20, 2020 10:00 AM

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?

3 Min Read
Dom Esposito
April 20, 2020 9:00 AM

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

7 Min Read
Talia Pierluissi
April 17, 2020 4:06 PM

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

2 Min Read
Aaron Passman
April 17, 2020 5:00 AM

Despite limiting branch access and embracing social distancing, member-facing employees at some institutions have contracted COVID-19, and those few could be the tip of the iceberg.

6 Min Read
People sit on grass in front of a sign that advises visitors to social distance at Klyde Warren Park in Dallas, Texas, U.S., on Wednesday, April 15, 2020. On Wednesday, Dallas County Health and Human Services reported 1,986 confirmed Covid-19 cases and 43 deaths. Photographer: Rebecca Smeyne/Bloomberg
Tamera Loerzel
April 16, 2020 5:21 PM

Major changes are required in client services, delivery models, staffing practices and management.

6 Min Read
Penny Crosman
April 15, 2020 1:42 PM

Reports from the Singapore office, a coronavirus war room and a hardworking IT staff all helped TD Bank Group get nearly all employees ready to work from home and able to handle a tripling of remote deposit capture activity.

7 Min Read
Businesses adjust forecast AICPA economic outlook survey chart Coronavirus covid19
Bob Lewis
By Bob Lewis
April 15, 2020 9:00 AM

The pandemic is restructuring many of the calculations in mergers.

2 Min Read