Author: Chaz Cutler

POCATELLO, Idaho (KIFI) – On Tuesday, June 28, the Bannock County Clerk’s Office released the Bannock County Complete Annual Financial Report for the fiscal year ending September 30, 2021. The The Complete Annual Financial Report is a comprehensive and detailed presentation of the county’s financial situation. State law requires local governments with annual budgets greater than $250,000 to submit a complete, audited financial statement each year. Independent accounting firm Wipfli, LLP audited the county’s financial statements and found them to be fairly presented in accordance with generally accepted accounting principles. “It’s always nice when you go to the doctor and…

NASHVILLE, Tenn.–(BUSINESS THREAD)–US Urology Associates today he announced it Kerry D. Massey, CPAa results-oriented financial leader with nearly three decades of experience, has joined the company as CFO. US Urology Associates is one of the nation’s largest independent providers of urologic and related specialty services, including general urology, surgical procedures, advanced cancer treatment, and other ancillary services. The fast growing one US Urology Associates Clinical Network now consists of more than 40 locations throughout the East Coast and Midwest. US Urology Associates associated with NMS Capital in 2018 support urology practices in communities across the country. Corina Tracy, CEO of…

The RIA, with offices in the US, manages 5 billion dollars in AUM OVERLAND PARK, Kan., August 17, 2022 /PRNewswire/ — Wipfli Financial Advisors, the wealth management and investment advisory subsidiary of top 20 CPA and advisory firm Wipfli LLP, announced today that it has reached an agreement to join Creative Planning LLC, one of the nation’s largest Registered Investment Advisors (RIAs). Wipfli Financial Advisors has 5 billion dollars to AUM and brings 95 new employees to creative planning, including the company’s CEO, Jeff Pierce. Wipfli LLP will retain a significant minority stake in the company. Wipfli LLP started Wipfli…

ATLANTA, August 17, 2022 /PRNewswire/ — LexisNexis® Risk Solutions announced that its financial crime digital intelligence solution won Product of the year against money laundering at the Risk Technology Awards 2022. The Risk Technology Awards recognize vendors who excel in helping the industry meet its various challenges in the areas of anti-money laundering, credit, operational risk and risk management. broader business risk. The jury is made up of both technology users and Risk.net editors. LexisNexis® Financial Crime Digital Intelligence is an innovative solution for digital financial crime compliance, created in response to one of the industry’s most pressing unsolved problems:…

NEW YORK–(BUSINESS THREAD)–Apple Bank announced today that Ukrainian citizens who have recently arrived in the New York City area and are hoping to access financial services can now open an account with the Bank by visiting any of its 82 branches. This gives them access to the core banking services they need to pay bills, make payments, withdraw money and set up payroll direct deposit. For many Ukrainian refugees arriving in the United States, accessing basic financial services often presents considerable difficulties. Apple Bank recognizes the importance of helping individuals and families rebuild their lives by providing them with the…

Weber is under fire as consumers pull back discretionary spending amid high inflation and macroeconomic uncertainty. It also has a worrying liquidity position that could worsen, according to Citi. The bank downgraded the grill maker’s stock rating to sell from neutral and cut its price target to $2.75 from $7 in a note on Tuesday. The new price target represents a 67% downside from where the stock closed at $8.47 on Tuesday. “Given the headwinds facing consumers, the demand environment for grills looks set to remain challenged for some time,” Chasen Bender wrote in the note. “Indeed, also after the…

Michael Lewis bursts onto the screen with smiles and greetings: bubbly, friendly, with a passionate, infectious enthusiasm that seeps onto the page but is even more palpable in person (well, over video call). He talks about London, how much it has changed since the seven-year-old in the 1980s when he studied at the London School of Economics and then sold bonds at the UK headquarters of Salomon Brothers. “I got to a point where I had to make a conscious decision to come back,” he says from his home in Berkeley, California. “I sensed, ‘I’m just going to stay here,’…

BOSTON–(BUSINESS THREAD)–What is the level of anxiety among American retirement savers as a result of rising interest rates, rising inflation and the continued impact of the pandemic? Understandably high. In fact, according to recent Loyalty investments® research2, more than half of American workers say they are “extremely or very concerned” about the health and stability of the economy, and as a result, nearly 1 in 5 (19%) say they have adjusted their retirement strategy and are taking a more conservative approach to their retirement savings. And the reality? Fidelity Investments, one of the nation’s leading providers of employee benefits3 and…