Financial Reporting August 26, 2026
AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.
Firm Management August 7, 2026
What Should Not Become Part of the Client Archive
The mistake is assuming that every piece of information used to reach that outcome must follow the same path.
Small Business August 7, 2026
Report Shows a Fundamental Shift in Ecommerce Fraud
Account takeover attacks rose 78% and card-testing attacks surged 175%, highlighting how AI is accelerating credential theft and identity-based fraud.
Financial Planning September 3, 2026 Sponsored
CPE Webinar: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
CAS August 4, 2026
Helping Clients Make Better Cash Flow Decisions
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
Small Business July 30, 2026
Retail Theft Evolves as Shoplifting Declines but Fraud Schemes Evolve
Retailers experienced a 12.4% decrease in shoplifting and an 8.1% drop in merchandise theft in 2025 compared with 2024, but ...
Firm Management July 30, 2026
Stop Being the Highest-Paid Employee at Your Own Firm
Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
CAS July 29, 2026
Non-Deductible IRAs: A Sound Way to Save Even More for Retirement
You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.
Financial Planning July 27, 2026
54% of Gen X Say Caregiving Fuels Workplace Burnout
Heavy caregiving demands are quietly fracturing the careers and financial stability of Gen X professionals.
Financial Reporting July 27, 2026
57% of U.S. Finance and Risk Executives Default to ‘No’ on Growth
The research examines how finance and risk teams are evolving as companies navigate economic uncertainty, trade disruption and growing pressure to make faster decisions.
Mergers and Acquisitions July 27, 2026
Arax to Acquire $3 Billion RIA Transcend Capital Advisors
Transcend will be the seventh firm to join Arax in 2026, further expanding the firm's presence across a nationally growing footprint.
Financial Planning July 25, 2026
2026 Comic Book Investing: A Mid-Year Report Card
Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.
CAS July 23, 2026
Americans Lost $68 Billion to Scams in 2025
6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.