March 14, 2026

Blog

Insurance

CEO Convicted of Health Insurance Scam Sentenced to 25 Years

The owner of a south Florida-based telemarketing company was sentenced to 25 years in federal prison for causing his employees to sell limited indemnity health insurance plans to unsuspecting consumers, the Justice Department announced Thursday. Steven Dorfman owned, operated, and functioned as the CEO telemarketing company Simple Health, which trained employees to use deceptive sales

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Investments

Technology Modernization Fund (TMF) Investment Impact at USDA

Posted by Arianne Gallagher-Welcher, Executive Director, USDA Digital Service in Technology Jul 26, 2024 The U.S. Department of Agriculture (USDA) is using simple, secure, and seamless digital services to support achievement of USDA’s diverse mission areas. By partnering with the Technology Modernization Fund (TMF), USDA is modernizing the tools and technology that deliver essential services

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Fund

BaFin to Account for ESG Guidelines in Administrative Practice

In a report dated July 25, 2024, BaFin announced that it will take the guidelines for fund names of the European Securities and Markets Authority (ESMA) into account in its administrative practice. These will completely replace BaFin’s previous administrative practice on sustainable investment funds. Below we therefore give you an overview of the background, content

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Wealth Management

Tax Management Market Forecast: Predicted 10.52% CAGR

Tax Management Market Tax Management Market size was valued at USD 22.69 billion in 2022. The tax management industry is projected to grow to USD 61.59 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 10.52% during the forecast period (2023 – 2032). Compliance with income tax laws and regulations is known as

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Wealth Management

Top Picks for Managing Your Money

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate banking products to write unbiased product reviews. The Best Personal Finance Software Ready

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Wealth Management

Review of Canopy Tax – The Accounting Technology Lab Podcast – July 2024

Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Brian F. Tankersley, CPA.CITP, CGMA  00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. With your hosts, Randy Johnston, and Brian Tankersley. Randy Johnston  00:10 Welcome to the accounting Technology Lab. I’m Randy

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Stock Brokers

How 57 brokers, dealers divert Tk400cr outside stocks

The firms include Akij Capital Management, Multi Securities and Services, Sheltech Brokerage, Moshihor Securities, Salta Capital, and KHB Securities. Each of these firms has invested more than Tk20 crore outside their core business The Bangladesh Securities and Exchange Commission (BSEC) found that 57 broker and dealer firms used around Tk400 crore in various non-listed companies,

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Wealth Management

Local Governments are Addicted to Sales Tax Revenues

The years following the pandemic have seen increases in local and other small jurisdictional sales taxes, as well as new taxes and fees, as municipal governments across the country respond to economic pressures, and tightening state budgets have raised the need for revenue at the local level. The 2024 Mid-Year Sales Tax Rates and Rules

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Stock Brokers

6 Best Stock Brokers in New Zealand • Benzinga

New Zealand ranked 3rd behind Hong Kong and Singapore in overall economic freedom by The Heritage Foundation with an overall score of 84.4 out of 100 in 2019. New Zealand’s primary stock exchange is known as New Zealand Exchange Limited (NZX), and it provides a trading venue for the local equity, derivatives, energy and debt

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Wealth Management

CRED Launches Personal Financial Management Platform CRED Money

Fintech app CRED has launched personal financial management platform CRED Money, which provides a unified view of balances, transactions, and patterns across bank accounts. It also turns each data point into actionable insights. Users can analyse spending patterns across bank accounts and search by merchant or category, enabling them to understand their own financial behaviour.  CRED

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