Financial Planning

Maureen Churgovich Dillmore will oversee the expansion of Ascend's growth platform for regional accounting firms into new U.S. markets, effective Feb. 17.

AI can help reduce a company's environmental impact through data-driven analytics and optimization, though the energy burden of AI itself remains a challenge.

As the digital asset landscape becomes increasingly unpredictable, it's important to encourage clients to diversify their holdings across sectors and types.

The Top 25 Firm has acquired a Regional Leader, its first acquisition since Citrin's private equity backer changed from New Mountain Capital to Blackstone.

The deal expands PE-funded Platform's footprint to Pennsylvania.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

The Top 10 Firm based in Chicago intends to acquire a firm based in Connecticut, marking its second acquisition this month, thanks to private equity funding.

The Regional Leader has acquired Smith Kesler, a firm with four offices across the Carolinas, fueled by private equity funding.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.