Small Business July 17, 2025
Back-to-School Season Gets Early Start
The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.
Small Business July 17, 2025
Back-to-School Season Gets Early Start
The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.
Financial Reporting June 24, 2025
Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding
Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.
Technology June 3, 2025
EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+
EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Advisory June 2, 2025
Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence
This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Accounting May 7, 2025
Half of C-Suite Executives Considering Cuts in Their Function in the Second Quarter of 2025
Half of C-suite executives are considering cuts to their function in the second quarter of 2025 in anticipation of continued disruption of supply chains, decreased consumer demand, and inflation.
Advisory April 14, 2025
How to Help Clients’ Children Score a Top College without Gaming the System
The first thing to know is that, while colleges are seats of higher learning, they are also a business. They have a brand. They have marketing departments. And they’re vitally interested in improving their position when various publications.
Financial Planning April 9, 2025
AICPA Offers Suggestions on New Generation-Skipping Transfer Regs
These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.
Small Business November 11, 2024
Using ChatGPT with Strategic Business Methodologies
Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...