-
The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.
May 16 -
Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.
May 16UHY Consulting -
A KPMG survey found 72% of companies are using AI in their financial reporting process to some extent, and executives expect auditors will start examining controls around the technology.
May 16 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
Wolters Kluwer launched a Regulatory Violations Intelligence Index tracking penalties against U.S. financial services institutions.
May 16 -
SMBs and their financial advisors have deep concerns about the impact of bribery and corruption, according to a new survey.
May 15 -
A lack of partner alignment and accountability can get in the way of creating sustainable change.
May 15Rosenberg Associates -
The National Pipeline Advisory Group identified six recommendations based on survey data to a address accounting's talent shortage, including rethinking CPA licensure requirements.
May 15 -
As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.
May 15Arrowroot Family Office -
Tax professionals will need to take extra steps to get access to certain systems and information.
May 15