Securities and Exchange Commission-registered investment advisors managed a total $114.1 trillion in assets in 2022, down 11% from 2021 due to market conditions, the first decline since 2008, according to...
Is your firm running its gears on outdated accounting technology? That is a question many accounting firms should consider as they look to remain competitive, better serve clients, and expand...
We’ll do your taxesand find every dollaryou deserve When your Full Service expert does your taxes,they’ll only sign and file when they know it’s 100% correctand you’re getting the best...
Despite traditional expectations that lawyers must always be in “knowing mode,” the best law firm leaders always stay in “learning mode.” Here are a few things firms can do to...
Whether in a courtroom drama or your personal or business affairs, it is likely that at some point, you will hear the word affidavit–you may even have to sign one...
Tech isn’t just evolving; it’s morphing into a complex cloud-based ecosystem. Businesses are collecting and storing data at an unprecedented rate and must adhere to the highest security standards and...
Developing a consistent brand starts with creating a brand style guide. These branding rule books help graphic designers, marketers, web developers, community managers, and even product packaging departments all stay...
The "new" SEC marketing rule has been in effect since November 2022. The updated regulation provides clear guidelines around permissible use of testimonials and endorsements for financial advisors. While the...
Artificial intelligence (AI) has proven that it is a far cry from just a buzzword. Over the years, AI in accounting has increasingly gained traction and, going forward, it will...
We’ll do your taxesand find every dollaryou deserve When your Full Service expert does your taxes,they’ll only sign and file when they know it’s 100% correctand you’re getting the best...
