DARIEN, Conn.--(BUSINESS WIRE)--Mirador, LLC is honored to announce it has been selected as a finalist in the Consolidated Reporting category at the Family Wealth Report Awards 2021. This is the ...

Editorial note: This story has been edited for clarity. Montreal-based fintech Wealthica Financial Technology Inc., an investment aggregation platform, launched consolidated reporting for family ...

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The Consolidated Appropriations Act (CAA) creates a dramatic new reporting requirement that applies to group health plans of any size (except for church plans). The new reporting is like a Form 5500, ...