International Accounting Bulletin on MSN

Sage names new EVP

O’Hara’s new position at Sage will involve scaling the partner ecosystem and capitalising on AI and cloud advancements.
The blockbuster merger announced Thursday rivals other monster deals this year by fellow mega-RIAs Corient and Mariner.
The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to bolster its expertise in retirement ...