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.
Advisory November 14, 2023
Survey to Measure Impact of Advisory Services
The survey will provide the profession with hard data to help understand successful approaches, and set appropriate pricing strategies based on the value of advisory services.
Advisory November 13, 2023
Corporate Boards Grow in Diversity
The report addresses the current state of diversity in boardrooms and provides insights on how to maximize the benefits of a diverse board.
Small Business November 6, 2023
Implementing AI at Scale: A Guide for Small Business Leaders
With an increasing number of AI-powered tools available, opportunities abound for implementing AI both at home and within the workplace.
Accounting October 30, 2023
Smarter Finance – 5 Practical Uses for Intuitive AI in Accounting
Intuitive AI technology can slot into almost any business area, but many of its most powerful use cases fall squarely under the domain of the accounting team or firm.
Financial Planning October 25, 2023
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.
Financial Planning October 20, 2023
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.
Firm Management October 12, 2023
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
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.
Mergers and Acquisitions October 11, 2023
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
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.
Advisory October 11, 2023
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.
Financial Planning October 11, 2023
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.