If you are like many accountants in these extraordinary times, your email and voicemail inboxes are filling up with questions from clients asking how they should be responding to the coronavirus ...

If you haven’t already, one of these days, you might find yourself in the position of having someone whose business you’re trying to earn look at you and ask you this question. They may be asking that ...

AI such as ChatGPT is changing the world as we know it. As a practitioner, can it help you better serve your clients, support your staff, and prepare you and your practice for the future? Let’s first ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

I’ve spent much of my career helping advisors better understand equity compensation and how to integrate it with each client’s overall financial planning and goals. Employers structure their offerings ...

If you haven't already, one of these days, you might find yourself in the position of having someone whose business you're trying to earn look at you and ask you this question. They may be asking that ...