Latest news with #BrianPrice


Otago Daily Times
23-05-2025
- General
- Otago Daily Times
Schools risk losing teaching talent
Loburn School principal Stuart Priddy (left), Amberley Pre-School centre manager Kelly Scanlan and Puketeraki Kahui Ako lead principal Brian Price, of Swannanoa School. Photo: David Hill / North Canterbury New North Canterbury's "best and brightest" teachers could be lost following cuts in Thursday's Budget, a North Canterbury principal says. More than 100 teaching roles across North Canterbury will be impacted, with the Kāhui Ako (communities of learning) programme set to be axed in December. Education Minister Erica Stanford confirmed the Kāhui Ako scheme, which paid about 4000 teachers extra to lead improvements in groups of schools around the country, will be scrapped. The funding will be diverted to help pay for more learning support co-ordinators and teacher aides. ''We have assessed underspends and reprioritised initiatives that are underperforming or lack clear evidence that they're delivering intended outcomes,'' Ms Stanford said. Ending the Kāhui Ako programme means teacher contracts will need to be paid out and principals will be left navigating staff surpluses. Rangiora High School board of trustees presiding member Simon Green said it was ''devastating'' to see Kāhui Ako disestablished, ''particularly for North Canterbury kura where this model has been highly effective''. Kaikōura Primary School board of trustees presiding member Vicki Gulleford said the Kāhui Ako programme has been successful in bringing schools together and supporting the transition to high school. She said her school was set to lose its resource teacher of literacy, which was shared with the other Kaikōura schools. Kāhui Ako were established in 2014 and involved local preschools, primary and secondary schools working together. There are 220 Kāhui Ako around the country, comprising nearly 2000 schools and around 1500 early learning centres. In North Canterbury there are four, including Puketeraki which comprises 18 schools including Rangiora High School, and Kātote which brings together nine schools including Kaiapoi High School. Tipu Maia Kahui Ako comprises six area schools and seven Hurunui primary schools, while in Kaikōura a Kāhui Ako is centred around Kaikōura High School. Swannanoa School principal Brian Price, the Puketeraki lead principal, said around 40 teachers were employed in Kāhui Ako roles. ''These are our best and brightest teachers. We put them in these roles because they had to ability to lead, to upskill their colleagues and to lift student achievement.'' It will also impact on the relief teachers employed to cover for part-time Kāhui Ako roles, he said. Mr Price said schools in the Kahui Ako already had learning support co-ordinators and he thought it was unlikely they would gain any more, despite the extra funding. Tipu Maia lead principal Maree Lucas, of Omihi School, said Kāhui Ako had provided ''a great opportunity to collaborate, network and learn as a group''. She said 22 staff have been employed in Kāhui Ako roles across the 13 schools. ''This helps with staff retention in small schools. It has given us professional learning opportunities that small schools definitely wouldn't have been able to afford without the Kāhui.'' Te Kātote Kāhui Ako lead principal Andrew Retallick, of Woodend School, said around 30 staff will be impacted. ''It provided a leadership pathway which can even lead to becoming a school principal.'' He said there seven learning support co-ordinators across the nine schools. Given the existing formula of one co-ordinator to 500 students, he estimated Kātote might gain one or two co-ordinators at most. The principals said they were committed to continuing to work together. The Ministry of Education has been contacted for comment. By David Hill, Local Democracy Reporter ■ LDR is local body journalism co-funded by RNZ and NZ On Air.


Business Wire
05-05-2025
- Business
- Business Wire
Autire Named a 2025 Top New Product by Accounting Today
DALLAS--(BUSINESS WIRE)--Autire, the industry's only fully automated, end-to-end EBP audit platform, has been named a Top New Product of 2025 by Accounting Today. This prestigious honor recognizes Autire's game-changing impact on how CPA firms approach employee benefit plan audits—streamlining workflows, slashing audit hours, and delivering unprecedented gains in efficiency, compliance, and profitability. "CPA audit teams are under pressure to do more with less, and Autire is meeting that challenge head-on by making EBP audits faster, smarter, and more scaleable," says Brian Price, Autire CEO. Share 'Being named a Top New Product by Accounting Today is not just a milestone for us—it's validation of everything we've built for the firms we serve,' says Brian Price, CEO of Autire. 'Audit teams are under more pressure than ever to do more with less, and Autire is meeting that challenge head-on by making audits faster, smarter, and more scalable.' This recognition is the latest in a string of prestigious industry awards celebrating Autire's impact on the accounting profession. In just the last nine months, Autire has also been named: 2024 Inc. Magazine Power Partner, recognizing our ability to provide clients with transformative technology and essential support. US FinTech Awards Accounting Tech of the Year, celebrating outstanding achievement in financial technology. Best in Biz 2024 Silver Award Winner for Service of the Year, honoring our excellence in delivering a more efficient and accurate audit experience. Technology Innovator Award – Top Audit Software, recognizing our groundbreaking advancements in audit automation. About Autire Technologies: Built by CPAs for CPAs, Autire is a comprehensive SaaS platform that transforms the audit process from a time-consuming, error-prone task into a faster, more accurate, and profitable operation. As the accounting industry's only all-in-one, fully automated, standards-based EBP audit solution, Autire includes full population testing, automated risk assessment, and instant error detection—making audits more efficient and less labor-intensive. With a focus on reducing audit fatigue, ensuring compliance, and increasing firm profitability, Autire helps CPA firms stay competitive in today's demanding regulatory environment. To learn more or schedule a demo, visit
Yahoo
03-04-2025
- Business
- Yahoo
Mesirow Ranked Among Top Wealth Management Firms
Ranked #9 on Crain's Chicago Business list of largest wealth management firms by local assets under management. Highest-ranked independent, employee-owned firm among Chicago's top 10 wealth managers. Continued national expansion with strategic growth. CHICAGO, April 3, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that the firm has been ranked #9 on Crain's Chicago Business list of the "Largest Wealth Management Firms in the Chicago Area."1 According to Crain's, "Chicago's largest wealth management firms, which serve the region's most affluent clients, oversee hundreds of billions in local assets. Crain's newest list highlights 24 of these financial institutions, ranked by local assets under management, or AUM, as of Dec. 31. Combined, the 24 firms on this year's list oversee a staggering $763.8 billion in local assets and employ nearly 2,000 portfolio managers across the Chicago area." This recognition from Crain's Chicago Business reflects Mesirow Wealth Management's strong and growing position among firms serving the region's most affluent clients. With over $12.4 billion in assets under management and advisement,2 the firm is ranked #9 out of 24 firms on the list—well above the median local AUM of $7.3 billion. The ranking places Mesirow among an elite group of wealth management firms operating in one of the nation's most competitive financial markets. "As the highest-ranked independent, employee-owned firm on Crain's list, we're proud to be recognized alongside the industry's largest institutions," said Natalie Brown, Mesirow CEO. "This distinction reflects our longstanding commitment to putting clients first and delivering comprehensive, customized wealth plans across generations." This recognition comes amid continued strategic expansion by Mesirow Wealth Management through organic growth, strategic acquisitions and expanding products and services. In 2023, Mesirow announced the acquisition of Front Barnett Associates, LLC, deepening Mesirow's wealth management offering to high net worth and ultra-high net worth clients, and in September 2024, acquired Price Wealth Management, an RIA firm based in Stuart, Florida. The firm also recently expanded its estate and tax planning capabilities through key hires that align with its commitment to serving clients through a deeply personalized, relationship-driven model. "Our approach is intentionally accessible," said Brian Price, CEO, Mesirow Wealth Management. "We're able to serve not just ultra-high-net-worth families, but also successful individuals and business owners who value comprehensive planning and thoughtful investment strategies." "Mesirow Wealth Management is now one of the largest independent wealth management firms in the region, with 40 Wealth Advisors based in the Chicago area," continued Price. "That depth allows us to offer clients a highly personalized experience backed by sophisticated insights and local expertise." Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized, comprehensive wealth plans that evolve along with clients' lives and expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. The firm has more than $12.4 billion in assets under management / assets under advisement,2 and Mesirow overall has $306.2 billion in assets under supervision.3 In September 2024, Mesirow was named a Barron's Top 100 RIA Firm for the fourth consecutive year.4 The firm advanced to #41/100, reflecting its focus on continuing growth and outstanding client service. We invite you to learn more about Mesirow Wealth Management at About Mesirow Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. To learn more, visit follow us on LinkedIn and subscribe to Spark, our quarterly newsletter. Mediamediainquiries@ Michael Herley | 203.308.01409 Mesirow does not provide legal or tax advice. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. ("MFIUK"), authorized and regulated by the FCA, depending on the jurisdiction. Award recognition disclosures: 2025 Crain's Chicago Business Largest Wealth Management firms in the Chicago area (received March 2025), is an annual list of the top firms in the Chicago area as ranked by assets under management as of December 31, 2024. To qualify, firms must be located or have clients in the seven-county area of Cook, DuPage, Kane, Lake (Ill.), Lake (Ind.), McHenry and Will counties. Crain's defines wealth management firms as financial institutions that offer a comprehensive set of services that cover not only investment management, but also other aspects of personal finance, such as tax, estate planning and retirement advice. Rankings are based on research conducted by Crain's Chicago Business, which does not receive compensation from businesses in exchange for placement on the ranking. Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. As of 12.31.2024 unless otherwise noted. | 1. "Assets under supervision" includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management ("RAUM") is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a "scaled" AUM, which is higher than the actual ag6gregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the "unscaled" AUM for alpha strategies was $365.38 million. 2024 Barron's Top RIAs (Received September 2024 for the year 2023 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. View original content to download multimedia: SOURCE Mesirow Financial Holdings, Inc.