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Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.
June 5 -
The New York-based firm is the platform's third major deal.
June 2 -
As more businesses embrace ESG standards, it's important to understand the concept and identify its implications for the accounting profession.
June 2Scrubbed -
The IRA's 1% levy on stock repurchases likely won't move the needle — or it will move it too far, experts contend.
June 1 -
Separately, IFAC issued guidance on greenhouse gas reporting with the We Mean Business Coalition.
May 31 -
The CEO of Top 50 Firm Cherry Bekaert advises accounting leaders to listen carefully — and keep pushing, no matter what happens.
May 30 -
More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.
May 26Napier Financial -
More than anything else, that may prove a decisive element in ending the partisan standoff.
May 25 -
Audits on the rise; law vs. accounting; your summer hours' note; and other highlights from our favorite tax bloggers.
May 23