Joseph Rehm and Debbie Holman were elevated by the South Jersey-based financial institution to help drive efforts to develop and deliver innovative products, services and solutions to its customers.

The Boston-based financial advisory firm gains 18 offices nationally and more than 290 team members with the addition of Harrison, McCarthy & Co.

A variety of issues – including the increasing ability to work remotely and concerns over succession planning – are causing a rise in M&A activity among accounting firms, according to published reports. Does that mean it’s time to add smaller CPA firms to the Endangered Species list?

For a long time, large publicly held companies were the only businesses that had to be concerned with potentially costly ESG reporting. But now, it looks like privately held enterprises are increasingly being held to similar standards, often without regulatory mandates.

In 2018, the number of candidates for the CPA exam dipped to its lowest level in 10 years, according to the latest AICPA Trends Report. At the same time, the organization estimated that, as of 2020, 75% of its members were eligible to retire. Does this mean a CPA drought is ahead? Actually, according to some experts, it’s already here.

Though the organizations said that the partnership is the first of its kind between a bank and a tech accelerator - offering resources for startups and emerging investors, community events, thought leadership and more - the pair have been community partners for years.

That would allow the bank’s lowest-paid employees to earn $43,680 a year. According to Choose New Jersey, the financial institution has  an estimated 10,000 workers in the Garden State.

The team helps maintain the financial institution's full observance of all applicable laws and regulations, including government initiatives to combat money laundering and other nefarious activities.

“We’re proud to welcome these talented new partners, each of whom is an accomplished professional that has vast experience in helping clients effectively navigate a constantly evolving business landscape in order to grow and succeed,” said CEO Charly Weinstein.

Peter Tucker was named to the newly created position of national distribution leader within North America Field Operations while Amy Feller was chosen to assume responsibility for the New York Region.

John McWeeney will step down from his role at the close of business on June 30, 2022. He joined the organization as president and CEO in April 2007, after a 28-year banking career with Bank of America and its predecessor, Fleet Bank.

Dylan Tyson will lead the sector, bringing together Individual Annuities and Institutional Investment Products, while Yanela Frias was named to lead Group Insurance.