Professional Services

For individuals planning to take a deduction or use a required minimum distribution (RMD) for charitable donations, a deadline is approaching. It’s particularly important to review charitable gift plans as...

Another insurance company is getting out of the independent broker/dealer business. Lincoln National Corp. has signed an agreement to sell its wealth management unit to Osaic, the network of broker/dealers formally...

Learn to gather and record lease-related data properly. Jump to: Under the ASC 842 lease standard, almost all leases are recorded on the balance sheet. This requirement often leads to questions...

For decades, traditional personal finance advice has said that if you want to build wealth, you should buy a home. Owning a home is part of the American dream –...

Profitability is just part of the picture. By Matt RampeThe Rosenberg MAP Survey Over the next 12 months, industry disruption will continue in three critical sectors: MORE: Firms Must Choose...

In our continuing series, we discuss what steps small law firm leaders can take to leverage new Gen AI tools and processes and deliver more value to clients more quickly....

HOUSTON, TX—Global law firm Norton Rose Fulbright today announced that 49 of its lawyers received promotions to partner in locations around the world and director in South Africa, effective January...

At our G2 Reach 2023 event, I had the privilege of participating in a riveting conversation on how today’s leaders can master AI in their marketing. While I am not...

No one knows the saying change is the only constant in life better than a marketer. We've seen the number of MarTech solutions grow from about 150 to more than...

A former advisor with stints at Morgan Stanley, Wells Fargo and Stifel faces decades in prison after being convicted of conspiring to pull off a multimillion health insurance fraud. Kaival...