Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
September 8, 2015
The Core Phases of a Sound Financial Plan
Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.
September 8, 2015
The 4 Keys to Financial Planning
Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...
September 2, 2015
The Latest Trends in Accounting Marketing
To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...
September 2, 2015
How to Make Retirement Planning Easier
While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...
September 1, 2015
Wealth Manager Gives Long-Term Budget Advice to LGBT Couples
For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society...…
August 26, 2015
Cyber Threats and Regulations Top List of Challenges for Information Security Officers
Faced with escalating cyber threats and increasingly complex regulatory mandates, chief information security officers (CISOs) are experiencing growing pressure to protect critical information and infrastructure assets, while also embracing strategic ...
August 26, 2015
Health Savings Accounts (HSAs): A Win-Win-Win
HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...
August 26, 2015
Four Professionals Honored with “Bridging the Gap Awards” at Boomer Technology Circles Summit
Three of the awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management while the fourth award recognizes an outstanding emerging leader.
August 26, 2015
The 4 Phases of a Sound Financial Plan
Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.
August 26, 2015
4 Ways a Holistic Approach to Personal Finances Can Make a Difference
When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.
August 26, 2015
What Keeps CFOs Awake at Night? Study Shows CFOs Optimistic But Cautious
More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the ...
August 19, 2015
Financial Accounting Foundation Appoints New Chair and Members to Private Company Council
The Board of Trustees of the Financial Accounting Foundation (FAF) has appointed a new chair and three new members of the Private Company Council (PCC) to three-year terms that begin on January 1, 2016. Six PCC members were reappointed.