Advisory
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Two Texas CPA Firms to Join Forces Next Year
Withum Staff Volunteer 4,000 Hours Nationwide
70% of Higher Ed Leaders Think Industry Needs Fundamental Change in Management
Cetera Completes Acquisition of Avantax
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
Will PwC Clients Pay for AI-Generated Corporate Advice?
PwC is now partnering with ChatGPT owner OpenAI to offer artificial intelligence-generated consultancy to clients.
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business Credit Card Spending Up 20 Percent Post-Pandemic
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.
The Crucial Role of Communication in Change Management
Often, firms make the mistake of waiting until the 11th hour to start communicating change. This approach leads to rushed messaging, unaddressed concerns and a lack of buy-in.