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Marcum acquired Croskey Lanni; Ascend added Blackman & Sloop and TSS; RKL eSolutions bought Techware; and the Willeford Group joined Hancock Askew.
May 6
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As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6
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Among the concerns of using AI in accounting are the potential risks to the security and privacy of data.
May 6
M-Files -
Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.
May 6
Withum -
What exactly are accountants doing with artificial intelligence? Turns out, a lot.
May 6
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Accounting firms that have embraced artificial intelligence are primarily using it to analyze documents, automate tasks and bolster client communication.
May 6 -
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.
May 3
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The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
May 3
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The Top 25 Firm is expanding its footprint east of the Mississippi River to Ohio.
May 3
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Internal audit hiring manager are looking for recent college grads who have learned about accounting and auditing, but also technology like data analytics.
May 3
