elliott davis insights

The SEC has finalized a rule updating its EDGAR system with Edgar Next. All users and filing agents must enroll by September 12, 2025, to avoid disruptions.

Discover how Elliott Davis helped a $20B wealth management firm streamline operations by replacing fragmented service providers with a single, responsive team, delivering integrated solutions, clear communication, and lasting strategic value.

In this episode, Dr. Drew Brannon sits down with Dr. Nathaniel Thom, Director of the Neuroscience Program at Wheaton College, to explore the powerful connection between mind and body.

Discover what fintechs need to know about BaaS compliance, regulatory obligations, and operational readiness. Learn how to evaluate fintech bank partnerships and manage fintech regulatory compliance with the right API integration and customer experience strategies.

Discover the top 5 challenges slowing down the financial close process and how to fix them. Learn practical strategies to improve speed, accuracy, and visibility in month-end reporting.

Discover how Elliott Davis helped a high-net-worth family prepare their heirs to lead by integrating their business, brokerage account, and real estate into a tax-efficient estate plan that reduced estate taxes by $2 million and empowered the next generation with financial education and leadership skills.

In Part 2 of their conversation on psychological safety, Drs. Drew Brannon and Cory Shaffer move from definition to application.

A surge in ATM jackpotting attacks across North Carolina has prompted urgent security alerts from the NCBA. Learn how financial institutions can defend against this fast-moving threat with expert insights, audit strategies, and actionable safeguards.

Learn how the right fintech audit firm streamlines compliance, reduces audit risk, aligns with BSA/AML and CMS requirements, and supports scalable audit strategies for bank-fintech partnerships.

In this episode, Drs. Drew Brannon and Cory Shaffer unpack the growing buzz around "psychological safety" and why many misunderstand what it really means.

Discover how purchase price allocation affects tax treatment, financial reporting, and deal structure in real estate transactions.