Evelyn Partners grows profit and revenue in third quarter
Evelyn Partners, one of the U.K.’s largest financial services providers, recorded across-the-board growth during the three months ended September 30. Evelyn Partners is the sixth...
BDO names Pat Kramer new global chief executive
Accounting heavyweight BDO has named Pat Kramer, the long-time head of its Canadian business, as global CEO. BDO is the fifth largest provider of accounting...
Ryan advances software ambitions with latest acquisition
Tax services firm Ryan has acquired two suites of software products from Thomson Reuters to grow its technology business. The two software suites are sold...
Dains acquires UK accounting firm in tech-driven deal
British accounting firm Dains Accountants has acquired industry peer Isosceles Finance to grow its market presence. Dains Accountants maintains six offices in the Midlands region...
Brian Becker takes over as managing partner and CEO of RSM US
Long-time consulting executive Brian Becker has been appointed as CEO of RSM US, the fifth largest provider of accounting, tax and consulting services in the...
CI Financial hires CGI to manage its transfer agency platform
CI Financial, Canada’s largest investment firm, has hired consulting heavyweight CGI to modernize its transfer agency business.
Hightower buys wealth manager Highland in latest acquisition
Wealth management firm Hightower has acquired Highland, a registered investment advisor focused on high-net-worth individuals in the Pacific Northwest. Chicago-based Hightower offers financial planning services...
Firm bundles software with consulting to win Nebraska bank deal
Software and consulting firm The CorePoint has snagged a software-plus-consulting deal with Arbor Bank, the oldest bank in Nebraska, to modernize the institution's savings account...
CPA giant EisnerAmper picks up rival Lurie in Midwest push
EisnerAmper, one of the largest accounting firms in the U.S, has acquired a high-profile competitor. The deal will grow the firm's presence in the Midwest....