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Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.
April 2
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GRF CPAs & Advisors, a Regional Leader firm in Maryland, rivals the Big Four in its DEI efforts and commitments.
April 2
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WithumSmith+Brown added a firm in Philadelphia that mainly serves nonprofit and government organizations.
April 1
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Brian Chess, AI development lead with NetSuite, explained the company's AI Everywhere philosophy during the SuiteConnect conference.
April 1
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Overall new client additions — and departures — continue to rise, thanks to M&A.
March 29
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The Public Company Accounting Oversight Board sanctioned PricewaterhouseCoopers' member firms in the U.S. and Australia over auditing quality control violations, imposing a $2.75 million and $600,000 penalty.
March 28
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The Top 25 Firm is adding a tax, assurance, advisory and real estate consulting firm in Birmingham, Alabama.
March 28
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BookSmarts Accounting CEO Jenny Groberg managed to survive a traumatic brain injury and build a firm that empowers women accountants.
March 28
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The Digital Business Networks Alliance, a Federal Reserve-sponsored group, announced the first successful transmission of an electronic invoice.
March 27
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Besides a negative outlook on work-life balance, comp and career development questions are driving people away from the auditing profession.
March 27
