Financial Planning

Springline Advisory, a PE-backed financial and business advisory firm, has partnered with EFPR Advisory, an accounting and business consulting firm in Rochester, New York.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

The Top 25 Firm is the latest accounting firm to receive a private equity investment, in this case from funds advised by Apax Partners.

A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.

One of the biggest issuers in the municipal-bond market warns it may need to scale back its borrowing plans if federal lawmakers eliminate the tax-exemption.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Maureen Churgovich Dillmore will oversee the expansion of Ascend's growth platform for regional accounting firms into new U.S. markets, effective Feb. 17.

AI can help reduce a company's environmental impact through data-driven analytics and optimization, though the energy burden of AI itself remains a challenge.

As the digital asset landscape becomes increasingly unpredictable, it's important to encourage clients to diversify their holdings across sectors and types.

The Top 25 Firm has acquired a Regional Leader, its first acquisition since Citrin's private equity backer changed from New Mountain Capital to Blackstone.