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The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
May 3 -
Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.
May 3 -
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Accountants are at a unique juncture where the convergence of a massive redistribution of wealth and rapid technological advancements can redefine their roles and impact.
May 3Estateably -
EisnerAmper will be adding Edelstein; Simon, Krowitz, Meadows & Bortnick joined Marcum; LMC acquired Vogel; and Crete secured additional funding.
May 2 -
Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.
May 2DeJoy & Co. CPAs & Advisors -
The Consolidated Audit Trail is a database that is set to revolutionize how the agency monitors trading activity and spots potential misconduct.
May 2 -
Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.
May 1 -
The U.S. firm attributed the uptick to the return of business travel since the pandemic, according to its 2024 Impact Plan report.
April 30 -
State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
April 30American College of Financial Services