Any growth strategy should start with identifying the clients the firm wants to pursue — but don't worry if they're "ideal." Join our community today and get unlimited access to Accounting Today.

Despite limited regulatory requirements to intervene, broker-dealers face exposure to discipline and liability claims when elderly clients fall ...

How a firm interacts with its clients can build confidence and trust, or it can create doubt and frustration if executed ...

Here’s a reality check that might sting a little: the last thing a referred client does before contacting you isn’t pick up ...

These five proven strategies can help young financial advisors build a strong brand, connect with clients, and grow a ...

A Department of Justice memo says there is no evidence Epstein kept a "client list" or blackmailed prominent individuals.

Infosys Chairman and co-founder Nandan Nilekani on June 25 said that global capability centres (GCCs) are no longer viewed as competitors, but have become critical clients for the information ...

Cohen & Steers Invests $300 Million On Behalf of Clients with Hudson Pacific Properties to Support Balance Sheet Recapitalization Jun. 16, 2025 9:00 AM ET Cohen & Steers, Inc. (CNS), HPP ...

Production-ready serverless contact-form using AWS Lambda, API Gateway, SES, and CloudFormation — fully managed backend with a static S3-hosted frontend. Perfect for JAMstack and modern web apps.

Litigators with Poole Huffman have convinced a federal jury to award a $917,000 verdict against a defendant accused of misrepresenting the state of an accounting firm before selling it to a pair ...

A guide for law firm managers on handling employee terminations. It covers planning, procedures, communication, and ethical considerations to ensure smooth transitions, maintain a firm reputation, and ...