Practice Management

These six strategies might improve the flow of young people into the profession.

A recent survey says a large majority of firms enjoyed increased revenue and profit this year, based partially on growing client advisory services and the adoption of value-based pricing.

Jason Drake will be taking the helm next July and hopes to grow it into a $2 billion firm.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Janet Truncale most recently was the regional MP for EY's financial services organization in the Americas.

The two-member combination will be called Forvis Mazars when it's finalized next June.

The Top 100 Firm received a strategic growth investment from Pamlico Capital.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.