Four Major Trends Affect The Financial Office Of The Future
We’re in the midst of one of the biggest platform shifts in a generation and our data shows that there is a new 24 hour expectation of service that comes with it, says Rachelle Amyotte, Intuit Canada’s Accountant Business Development Leader, who will be a keynote speaker at the Distinguished Advisor Workshops.
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Knowledge Bureau Online: an Ambitious New Publishing Program
Knowledge Bureau is pleased to announce another five certificate courses will be published by the end of October to cap an ambitious year of renewal in the content management division.
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Tax Strategies for Financial Advisors Updated to Current Tax Changes
Tax is a trigger for affluent families. They seek credible, trusted, and expert solutions to their investment strategies and expect to work with professionals who can increase returns with tax efficiency.
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