The IRS Security Summit campaign warns tax pros about fake IRS messages, social media tax myths, new-client phishing schemes, ...

Artificial intelligence (AI) adoption is heavily influencing financial advisors’ perceptions of their firms, transforming how they serve clients and grow their practices, according to the JD Power ...

Berthel Fisher has also introduced Madyson Tracy as its new vice president of business development, a role focused on ...

Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announces that Wotton Kearney has selected Intapp DealCloud with Celeste. The firm ...

Almost every week, a project now starts with the same sentence "The client has created an AI visual." The reaction around the room is always the same. You can feel the excitement fade and the creative ...

Also, Kestra names M&A leads, Allocate hires a former consultant as chief revenue officer, and Diversified Trust continues ...

International insurance broker Gallagher has announced the appointment of two new executives to be based in Switzerland: ...

Procurement-focused website program begins accepting qualified SBA-certified businesses through a limited regional intake phase. Our objective is to make it easier for SBA-certified businesses to ...

Momentum creates new executive role to align growth, solutions, and service delivery while strengthening the client ...

IMEG, an engineering design firm in Rock Island, acquired two firms – Phillips Gradick and ACRO – on July 1, according to a ...

Anthropic has launched Claude Cowork on mobile and web, expanding its AI agent beyond the desktop as new usage data shows the ...

Pinkard Construction, a longtime Denver-area general contractor, is joining Catamount Constructors in a deal announced this week. Company leaders say the move folds Pinkard's local teams and its ...