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The Top 20 Firm acquired Isdaner & Company, an accounting and advisory firm in Bala Cynwyd, Pennsylvania, effective June 1.
June 2 -
The Top 50 Firm is rebranding as Current to reflect the firm's commitment to upgrading local firms with AI to compete with large incumbents.
June 2 -
Accounting Today's annual ranking of the top CPA financial planners by assets under management.
June 2 -
Adams Brown Technology Specialists acquired Parsons, Kansas-based technology provider Higher Calling Technologies.
June 1 -
While it might be intimidating to hear about companies who have installed AI everywhere and use it for everything, leaders have learned to adjust over time.
June 1 -
A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.
June 1 -
Most buyers focus on price, but depreciation often matters more in certain asset classes.
June 1
Withum -
The Top 20 Firm acquired Southwest Regional Leader Calvetti Ferguson, expanding its footprint in Texas and in Nashville, Tennessee.
June 1 -
Due to high interest, Accounting Today is extending the deadline of its annual VAR 100 survey by one week until the end of the day on Friday, June 5.
June 1 -
Anthony Sciarra, a tax leader at PricewaterhouseCoopers, is joining Armanino's tax practice as the San Ramon, California-based firm continues to grow.
June 1











