Financial Reporting October 23, 2026
CFOs Cite AI Cost-Governance Gaps in Survey
The challenge is no longer simply deciding what to fund; it is building the cost governance and discipline important to scaling AI responsibly.
Financial Planning February 17, 2026
Delap Wealth Advisor Rebrands to Aerodigm Wealth, With $1.5B in Managed Assets
With approximately $1.5 billion in assets under management as of December 31, 2025, Aerodigm provides wealth management services to ultra-high-net-worth individuals and families.
Financial Planning October 28, 2025
Life Insurance Planning Tips Every Family Should Consider
The two biggest financial needs parents and caregivers should consider before purchasing life insurance are income replacement and future education costs.
Financial Planning October 22, 2025
Ashton Thomas Private Wealth Opens New Office in San Francisco
Ashton Thomas Private Wealth, an Arax Investment Partners firm, has announced the opening of its new office in San Francisco, located at 580 California Street, Suite 2000.
Financial Planning October 21, 2025
Should You Pay Off Your Mortgage Early?
Most mortgages don’t come with a prepayment penalty, so you can make extra payments or pay off the loan in full at any time without incurring a fee.
Advisory October 21, 2025
Largest Independent Florida CPA Firm Launches Investment Banking Affiliate
Mary Street Capital is an investment banking affiliate established to expand Kaufman Rossin's advisory capabilities and serve family- and founder-owned middle-market businesses.
Financial Planning October 15, 2025
Survey: CFOs Are Trimming Overhead, But Not Revenue Growth Expectations in 2026
CFOs are entering the 2026 budget cycle with a clear mandate to balance growth ambitions with disciplined cost management amid economic uncertainty.
Financial Planning October 11, 2025
Poll Shows 75% Think Financial Education In Schools Would Help
They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.
Financial Planning October 7, 2025
Fears of a Trillion Dollar AI Bubble are Growing
The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised eyebrows on Wall Street.
Advisory October 6, 2025
Beyond 529s: How Grandparents Can Help Pay for College
Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.
Advisory October 6, 2025
4 Tips for Borrowing Money from Friends or Family
It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.
Advisory September 30, 2025
How Will the Government Shutdown Affect the Stock Market?
U.S investors were cautious on Tuesday, with stock futures tied to the Dow, S&P, and Nasdaq all dipping slightly as the looming U.S. government shutdown dominated most news coverage and investor concerns.
Financial Reporting September 9, 2025
CFO Interest in AI for Finance Functions is Growing
According to the survey, the number of finance teams leveraging AI tools has more than doubled in the past year, jumping from 34% in 2024 to 72% in 2025.