IFAC names next CFO; Weaver donates $32K to women-supporting nonprofits in honor of International Women's History Month; and more news from around the profession.
On the move: Cohen & Co. appoints Ohio market leader
March 31, 2023 9:34 AM
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
Accounting firms that have embraced artificial intelligence are primarily using it to analyze documents, automate tasks and bolster client communication.
What exactly are accountants doing with artificial intelligence? Turns out, a lot.
When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
The Top 25 Firm is expanding its footprint east of the Mississippi River to Ohio.