Financial Planning

Crete Professionals Alliance, based in Tampa, Florida, has added a San Diego, California-based provider of valuation and financial advisory services.

The mass adoption of AI in the financial planning and analysis world has led to predictions that headcount will likely shrink over time because fewer people will be needed in the future.

The Institute of Internal Auditors expressed its opposition to efforts to slash the funding of the Government Accountability Office nearly in half.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

WaterStation Management drew in veterans, stock traders, pharmacists, salespeople and retirees by leveraging fears about contaminated water and microplastics.

One of Accounting Today's fastest-growing firms has recently relaunched its website and brand.

The Top 10 Firm based in Chicago plans to acquire a Boston-based strategy consulting firm that specializes in services for private equity firms.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

Rightworks plans to expand in response to changing dynamics brought on in part by the growing influence of private equity.

The Top 75 Firm based in Parsippany, New Jersey, plans to buy MNK in Florham Park, New Jersey, effective Nov. 15, 2025.