Cashmere, an artificial intelligence-driven prospecting and lead-generation platform for financial advisors, has raised $3.6 million in seed funding. The round was led by Canapi Ventures, with participation from Benchstrength, Plug and...
In the ever-changing landscape of the tax industry, embracing automation has become essential for tax firms seeking to elevate their client services. Jump to: By leveraging technology, tax firms can...
Reminder: The deadline to file your FAFSA application for the 2023-2024 academic year is 11:59 p.m. CT on June 30, 2024. Ensure your application is submitted on time to secure...
Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation’s most dynamic CPA firms. ? Stream, listen, download, and subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and...
Objection! An aggressive legal writing style and public displays of righteous fury don’t win court cases. Real-life courtrooms bear little resemblance to their fictional counterparts. Legal dramas are full of...
On August 16, 2024, the Council of the American Bar Association’s (ABA) Section of Legal Education and Admissions to the Bar has proposed a series of changes to clarify law...
All good things must come to an end, but all bad things must end quicker. If you’re stuck at a job that doesn’t appreciate you for your skills and work...
Today, most marketing teams I talk to are laser-focused on conversion rate optimization (CRO) fundamentals, and for good reason. Bringing visitors to your website is only half the battle —...
Saving for a college education is at the core of a comprehensive financial plan for families with children hoping to advance their education someday. The use of savings vehicles such...
(Bloomberg) -- Morgan Stanley was fined $2 million by a Massachusetts regulator over stock sales by a First Republic executive in the months leading up to the California lender’s collapse...
