Advisory

Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...

This year’s 40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers.

The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...

Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.

Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.

Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...

To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...

While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...