Professional Services

What They Are & How to Use Them

What They Are & How to Use Them

The world has made small but mighty strides towards inclusivity, and language plays a big part in that. We’ve become rightfully aware of the importance of not labeling people, as...

Cerity Partners Adds $2.5B AJ Wealth

Cerity Partners Adds $2.5B AJ Wealth

Cerity Partners has added a New York City–based firm with approximately $2.5 billion in assets, the firm announced Wednesday. AJ Wealth provides family office services to around 140 ultra-wealthy individuals...

AI Is Not Your Enemy

AI Is Not Your Enemy

Clients still need context, and that comes from you. By Penny BreslinIt’s Not Just the Numbers In 1994, in a small hotel meeting room in Colorado Springs, 50 accounting firms...

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