Advisory September 17, 2025
Alma Bank Partners with Cetera in Pursuit of Growth
Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.
Accounting September 16, 2025
One in Four Small Business Owners Are in Survival Mode but Adapting, Reveals KeyBank Survey
Almost half (46%) of small business owners feel their performance fell short of expectations in 2025.
Payroll August 5, 2025
Why the One-Job, One-Career Model Isn’t Working
Knowing how to make the jump from a single-job lifestyle to a more entrepreneurial one could put you on the path to less debt, more savings, and faster wealth accumulation.
Payroll July 22, 2025
7 Strategies to Build Wealth No Matter Your Income
Building wealth requires discipline to stick to your budget, resist impulsive spending and stay committed to your long-term goals. Remember, it's a marathon, not a sprint.
Accounting July 21, 2025
One-Third of Americans Have No Financial Plan in Case of a Natural Disaster, AICPA Says
The results of a new survey published by the AICPA on July 21 show that many Americans don't think about their finances when it comes to natural disaster preparation.
Payroll July 14, 2025
Tips and Trends for Borrowing for College Education Costs
Despite financial planning and saving strategies, less than half of families (46%) had a plan for how to cover the full cost of college. For some (27%), their child attended a school outside their initial budget.
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Payroll June 30, 2025
Modern Marriage Issues: Postnup Agreements
A postnup is drawn up after marriage for a variety of reasons, including the lack of ability to create a prenup prior to the marriage, or life and financial circumstances changing.
Payroll June 24, 2025
What is a HENRY and Are You One?
HENRY isn’t an insult; it’s a nickname given to a certain demographic in the personal finance world. If you earn a decent income but feel like you aren’t building enough wealth, you might be a HENRY.
Financial Reporting June 24, 2025
Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding
Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.
Technology June 3, 2025
EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+
EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Advisory May 27, 2025
Women Are More Concerned Over Personal Finances than Men
Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).