Looking for the Wealth Magnets of the future
Finding the next generation of planners (and clients) and the implications of tax reform top the agenda for advisors.
Finding the next generation of planners (and clients) and the implications of tax reform top the agenda for advisors.
The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.
Rather than solely managing their data, finance professionals are now able to activate it.
A number of CPAs and accounting firms were honored at the group’s annual SuperConference.
The National Association of Black Accountants has announced its 2018 national and regional award winners.
Social media is a powerful business tool that accounting firms are often quick to dismiss as an extra.
The free, four-day program will look to introduce more high school students to the profession this July.
The Tax Cuts and Jobs Act made far-reaching changes to the tax code and resulted in significant tax accounting modifications.
The Top 100 Firm has expanded its presence in California by adding a business that specializes in servicing community health centers.
Susan Malone will be the first woman to lead the firm in its 101-year history.