Practice management

Rochester, New York-based Insero Advisors has received a strategic investment from Rallyday Partners, to accelerate the firm's growth.

Springline Advisory, a financial and advisory firm backed by the private equity firm Trinity Hunt Partners, has partnered with South Florida-based Fiske.

KSM subsidiary Noble Consulting Services has added Rector & Associates; and Kyle David Group acquired Kennedy & Associates.

The software developer says the line reflects its commitment to providing small businesses and their advisors with the tools, insights, and connections they need.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

More firms are creating alternative paths for employees who want to excel, but who don't want to "sell their soul to the firm" in order to make partner.

Caseware announced that it has appointed David Marquis, a five-year Intuit veteran, as its new CEO.

Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.