Professional Services

Choosing your B2B marketing team structure hinges on two essential criteria: something that works for your needs now and something that will work in the future. At the most basic...

Cetera Names Former Equitable Exec to Lead Indie Business DivisionCetera Financial Group has named John Lefferts as the head of its supported independence division, which encompasses more than 40 offices.Lefferts...

In today’s competitive landscape, taking action is what counts. For tax professionals, adopting technology early isn’t just talk — it’s a strategic move that leads to superior tax research and...

If you didn’t quite e-file your tax return by the April 15 tax filing deadline on Tax Day, filing for a tax extension request was a smart move. Thankfully, the...

Arkansas has made a strategic move by becoming the first state to exempt NIL (Name, Image, and Likeness) earnings from state income tax, effective retroactively to January 1, 2025. This...

Gen Z’s career outlook: Stability, security and practicality. By CPA Trendlines Research Accounting Post-Grad Gains: 72 percent of master of accounting programs in the U.S. are handling more applications (2024-25...

Kimberly Miller: Balancing the Scales By Bob Friedman “Success isn’t defined solely by courtroom victories or professional accolades, it’s found in the daily balance of career, parenting, and community service,”...

Every growing business hits a point where spreadsheets, scattered emails, and manual workflows just don’t cut it anymore. Things start slipping through the cracks. Teams spend more time figuring out...

Social media marketing is a lot of work. It’s a fast-paced industry that quickly evolves by the time you learn a new skill, trend, or platform update. Whether you’re a...

FINRA is pushing back on criticism of proposed changes to its rules on reps’ outside business activities, including claims that advisors would have to clear any of their own purchases...