SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

The bank plans to buy the closely held financial-technology company that focuses on corporate expense management and accounting.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

Mike Lyons blamed a raft of operational shortcomings for the earnings disappointment that triggered a record rout in the payments giant's stock last month.

To maximize value and strategic impact, finance leaders must ensure tech investments not only drive efficiency but align with wider organizational strategy.

The reason we don't choose tech options quickly in the accounting profession is because of the risk that comes with uncertainty.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

Most accounting tech companies pride themselves on making life easier for accountants, but why would accountants buy AI that could theoretically take their jobs?

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

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

The emergence of virtual cards, especially when combined with AI-powered fintech apps, offers accountants a new approach to solving a long-standing challenge.

Plus LiveFlow raises $13.5 million to modernize accounting, a host of developments in AI, and other technology stories you may have missed in the last month.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

In their quest to "fix" business banking, some startups have overlooked a critical group of users: accountants.

Many cutting-edge fintech companies, such as now-bankrupt Synapse, lack essential infrastructure to effectively reconcile transactions, track funds, and maintain visibility into ledgers.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.