Whether you are looking to communicate with clients in new ways or cut ties altogether, the advisor community has many resources at its disposal. Everything from virtual reality to old-fashioned ...

One of the proudest days of planner Blair duQuesnay's career came in March 2020 when a "very risk-averse" client invested an inheritance windfall toward their long-term goals, despite the fact that ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

Nearly three-quarters of Americans report having an overspending problem, 55% admit to reckless spending and 45% say they have cried over their purchasing habits, according to a Clever Real Estate ...

As economic, technological, and demographic shifts reshape the wealth management industry, forward-thinking advisors can position themselves as indispensable partners to a new generation of clients.

Elizabeth Holmes, former CEO of the now-defunct blood-testing technology company Theranos, recently learned a harsh lesson on the complexities and pitfalls of attorney-client privilege. As a result of ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...