Technology June 9, 2026
TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Financial Reporting June 3, 2025
Checks are Surging Again and Causing Cash Flow Challenges
A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.
Advisory June 2, 2025
Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence
This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.
Advisory May 29, 2025
Automating 1099 Compliance Enhances Firm Value to Clients
International accounting firm Armanino has implemented a 1099 and W-9 compliance system to relieve the burden on its clients, reduce risks, simplify filing processes, and create a strategic year-round plan for maintaining vendor information collection and management.
Technology May 28, 2025
Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs
The top 25 accounting firm's new finance modernization solution is designed to help mid-market businesses and CFOs streamline operations and technology integration for confident growth.
Small Business May 27, 2025
Hidden Gaps in Crime Insurance Can Devastate a Balance Sheet
Fraud is not just a security risk; it's a financial reality. And whether your organization can withstand it often hinges on whether your crime insurance policy covers what you think it does.
Advisory May 27, 2025
Women Are More Concerned Over Personal Finances than Men
Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Small Business May 22, 2025
Constant Contact and Xero Collaborate for Small Businesses
This collaboration fuels small business growth by providing an automated workflow between digital marketing and accounting systems — thereby saving time and streamlining operations.
Financial Reporting May 19, 2025
CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025
Eighty-seven percent of CFOs are likely, or very likely, to spend on organic growth in 2025, according to a survey by Gartner, Inc.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.