“At Integrated Partners, the way we think about accounting firms delivering wealth management expertise is not in line with how most professionals think about it,” says Paul Saganey, Founder and ...

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

Maxwell Locke & Ritter, a Regional Leader based in Austin, Texas, has sold its wealth management practice to Creative Planning, a registered investment advisory firm in Overland Park, Kansas, ...

Merit has acquired the wealth team from SSC CPAs + Advisors and has also created a referral arrangement with its tax and ...

Rory Henry, CFP®, BFA™, is the Director at Arrowroot Family Office and Co-Founder of AFO Wealth Management Forward. New handbook maps the science behind integrating services with the human side of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min VonLehman, one of Greater ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

SSC CPAs acquired an accounting firm at the start of the year and then recently sold its wealth management division.

Angeles Wealth Management acquires XO Capital to launch Angeles Family Office (AFO), a fully integrated solution for ...

Coldstream Wealth Management, an employee-owned, independently operated wealth management firm with offices in Washington, Oregon, Idaho and Alaska, has acquired two firms to expand its footprint in ...

Learn how accounting earnings are calculated, their role in financial statements, and their influence on stock valuation with insights into net income and expenses.