Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Accounting May 7, 2025
Half of C-Suite Executives Considering Cuts in Their Function in the Second Quarter of 2025
Half of C-suite executives are considering cuts to their function in the second quarter of 2025 in anticipation of continued disruption of supply chains, decreased consumer demand, and inflation.
Advisory April 14, 2025
How to Help Clients’ Children Score a Top College without Gaming the System
The first thing to know is that, while colleges are seats of higher learning, they are also a business. They have a brand. They have marketing departments. And they’re vitally interested in improving their position when various publications.
Financial Planning April 9, 2025
AICPA Offers Suggestions on New Generation-Skipping Transfer Regs
These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.
Small Business November 11, 2024
Using ChatGPT with Strategic Business Methodologies
Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...
Accounting December 11, 2024 Sponsored
Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems
Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.
Financial Planning October 22, 2024
AICPA Offers Financial Tips to Recent Hurricane Victims
The personal financial planning experts at the American Institute of CPAs are offering tips to help with financial wellbeing and planning for the future.
Financial Planning October 10, 2024
Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management
Financial professionals transferring to Avantax receive the tax-intelligent tools, technology, resources and home office support needed to help clients pursue their financial goals.
Financial Planning October 1, 2024
Avantax Acquires SEP Financial Services
Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.
Small Business September 23, 2024 Sponsored
Intuit Launches FP&A and Management Solution for Growing Businesses
Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.