The accounting world is shifting. More accountants are moving away from traditional compliance and tax to a more advisory role. What’s causing this shift? Technological advancements: Automation helps accountants get more done, faster and with greater precision. Changes in client demands: More clients expect their accountants to offer advisory services. They want to work with…
Tag: Advisory
Creative Planning Acquires Mesirow’s Retirement Advisory Business
Creative Planning LLC, the registered investment advisory and retirement plan services firm, announced Tuesday it has acquired Mesirow Financial Inc.’s retirement plan advisory division. The firms did not disclose terms of the deal. The deal will bring to Creative Planning more than 350 retirement plans and $13 billion in assets under advisement and management, according…
MULA Advisory Rolls Out Its Financial, Retirement Planning App
Digital financial planner MULA Advisory has launched its very own app, positioned as Malaysia’s “first retirement coaching app”. Aimed at helping Malaysians with their retirement and financial planning journey, the new MULA app comes with various functions, including providing you with your financial health report. To start, users can take a quick financial assessment, which…