Broker/dealer H.D. Vest Financial Services said that its assets under management in advisory accounts recently passed the $5 billion mark. The company said that figure helped propel its total assets under management to roughly $25 billion. The company began offering advisory solutions in 1987, and currently supports over 1,900 independent advisory consultants in its system of 5,500 advisors.
Bookkeeping, tax and outsourced CFO services company Pilot announced Meridian, which is said to perform the full scope of bookkeeping and financial reporting.
Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.
The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.
The National Treasury Employees Union has filed a lawsuit against the IRS accusing it of systematically removing union materials from offices.
The International Ethics Standards Board for Accountants decided to move ahead on a project to update its International Code of Ethics for Professional Accountants.
Regional Leader Kernutt Stokes will acquire accounting firm Fordham & Co, effective July 1, to grow its presence in Portland, Oregon.
