Professional Services

A Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years with the wirehouse to join Steward Partners’ W2 model. Steward, an employee-owned, hybrid...

From a shrinking talent pool to high turnover, the talent battle among accounting and audit firms continues to be a fierce one. For firms looking to attract and retain top...

Working from home has been a wonderful way for parents to have more time with their children. The relative flexibility of a remote schedule allows people to earn money and...

BONUS: A list of 10 best practices. By August J. AquilaPrice It Right: How to Value Accounting Services In an earlier post, I discussed the cost that firms incur because...

With Rocket Matter’s digital Kanban boards for law firms, you can gain a bird’s-eye view of all projects and manage them like never before. It’s an Oldie But a Goodie...

The practice of law has long been a family business. Attorney Darbie Tamsett is not only continuing her family’s legacy in business and real estate investing, but also forging her...

In 2024, Affinity and Lawyerist restructured our employee-first approach. In a concerted effort to improve at the individual level, Robin Carberry, Paco Roman, and Natasha Evans joined the team as...

Sure, e-commerce is great—it reaches buyers far and wide. But every amazing product deserves a bigger stage because scrolling through screens just doesn't capture the full experience.  You know what...

I’ve sent plenty of cover letters throughout my career, so I know it isn’t usually fun to write one. Fortunately, the cover letter examples I painstakingly gathered below show that...

So your grandchild has college in their future. When deciding how to support their education goals, consider a 529 plan, which offers benefits to grandparents as well as the student....