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.
Advisory November 10, 2022
Allinial and Fieldguide Partner for Risk Advisory Services
Fieldguide is already working with a number of Allinial Global firms, including Holbrook & Manter (H&M). In an environment with increased awareness of cybersecurity threats...
Accounting November 10, 2022
New ESG Fundamentals Certificate Offered by AICPA and CIMA
The AICPA and CIMA are offering a new certificate that provides foundational knowledge on critical topics related to ESG reporting and assurance.
November 8, 2022
Credit Card Interest Rates Soar: Some Over 30% APR
The highest retail credit card APR could run as high as 30.74% on the Speedy Rewards Mastercard, the Kroger Rewards World Elite Mastercard and credit cards offered by nine of Kroger’s affiliated brands (for example, King Soopers and Ralphs).
Advisory November 7, 2022
How I Grew My Firm’s Revenue by 125% by Embracing an Advisory Role
By incorporating proactive, strategic guidance into my own client services, I’ve been able to grow my firm’s total revenue by 125% year-to-date.
November 4, 2022 Sponsored
Intuit Develops Team and Strategy to Take Accountants to the Next Level
Intuit is focusing its efforts to help grow your practice and scale your impact, equipping you with the accountant-specific products, tools, and programs you need to be more efficient ...
November 3, 2022
Study Shows Women Attain Only Three-Fourths of Men’s Wealth by Retirement
The WTW Global Gender Wealth Equity report shows that on average women are expected to reach retirement with just 74% of the wealth accumulated by men.
Firm Management November 2, 2022
Is Podcasting Right for Your Firm?
Have you ever considered the amount of time you’ve spent giving the same advice to people? What if you could capture that in a “bottle” and repurpose it? You can in a podcast.
Advisory November 2, 2022
How to Help Your Clients Prepare Their Business to Sell
With the right plan and strategy, you can help your client prepare their business for a successful sale. Understanding their goals and the current state of the business can...
Accounting November 2, 2022
Intercompany Accounting to Get More Support From Many in Year Ahead
Nearly two-thirds (63.7%) of polled professionals report their organization has an intercompany accounting program to manage transactions that occur within their...
Accounting November 2, 2022
New Book Explores “Optimizing the Financial Lives of Clients”
The co-authors share the in-depth strategies that enabled the Integrated Partners CPA Alliance, a partnership between CPAs and financial advisors, to thrive for the last quarter century.
Small Business October 31, 2022
Moving a Business to a Different State
In this final Conversion Series post, we reveal what you need to know to help your clients move their businesses from one state to another.
Advisory October 31, 2022
Survey: 55% of Working Americans Say They’re Behind on Retirement Savings
What is holding workers back from saving more for retirement this year? The most-cited response was inflation.