Advisory
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Eide Bailly to Merge in Edward White & Co. Next Month
KSM to Join Forces With Cincinnati Firm Cassady Schiller
Wolf & Company Adds Treehouse Technology Group
Many California Tax Refund Debit Cards Have Still Not Been Activated
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.
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.