Practice Management

Wolters Kluwer announced an expanded enterprise collaboration with OpenAI to develop and release AI native solutions, with a pipeline of new AI-based features.

Crete Professionals Alliance partner firm Accuity acquired Carbonaro CPAs & Management Group, expanding its presence in Hawaii.

Ever since the AICPA released new quality management standards, firms have raced to implement them. But like a fitness tracker, the system itself is not the transformation.

Vertilocity, an arm of Top 50 Firm Hill, Barth & King, acquired Toledo, Ohio-based technology firm Computol, effective June 1.

The Top 20 Firm acquired Isdaner & Company, an accounting and advisory firm in Bala Cynwyd, Pennsylvania, effective June 1.

The Top 50 Firm is rebranding as Current to reflect the firm's commitment to upgrading local firms with AI to compete with large incumbents.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

Adams Brown Technology Specialists acquired Parsons, Kansas-based technology provider Higher Calling Technologies.

While it might be intimidating to hear about companies who have installed AI everywhere and use it for everything, leaders have learned to adjust over time.

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.