Bleakley Financial Group, a hybrid registered investment advisor backed by Joe Duran’s Rise Growth Partners, has dropped its broker/dealer affiliation with LPL Financial as it shifts to Purshe Kaplan Sterling...
Highlights: 4% of tax professionals welcome new technology, with 42% exploring AI AI enhances rather than replaces tax professionals, acting as a “digital junior resource” for repetitive tasks Successful...
There’s no need to pretend — we know tax planning wasn’t exactly at the top of your summer to-do list. But hear us out! As you’re cooking up exciting summer...
Fast access to your tax refund is important. Our up to 5-day early refund option has become a favorite among TurboTax customers who want to get their money sooner. We’ve...
The convergence of trends makes pricing changes imperative. By Jody PadarThe Radical CPA The speed of change is faster than ever. How are you going to react to it? That’s...
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The recent Paris AI Summit made headlines as the US and UK declined to support a diplomatic declaration for inclusive and sustainable AI. This decision underscores the growing challenges of...
When I was first setting up my freelance business website, I read tons of articles and social media posts about how to find and attract quality leads. Because none of...
(Bloomberg Opinion) -- It’s harder to make it as a professional stock picker than it used to be, which is saying a lot because it was never easy. I was...
Retain talent by giving your team rewards they actually want. Your firm has been going nonstop, and your team has just made it through another busy tax season. It’s time...
