Accountancy and advisory practice Azets has named Nicola MacAulay as its new private client tax partner in Kent, UK. MacAulay ...

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...

Your best clients leave clues before they leave for good. Spot these 7 warning signs in their LinkedIn behavior and client ...

Several plaintiffs described specific examples they say illustrate the disparities.

President Donald Trump has signed an executive order requiring banks to scrutinize their customers’ citizenship.

Big Four firm KPMG signed 17 new SEC audit engagements, followed closely by Deloitte, CBIZ and Carr Riggs & Ingram.

Many accounting firms find that a small fraction of their clients drive the bulk of their revenue, while a large portion contributes relatively little beyond an annual tax return. Processing Content ...

Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning academy at its annual conference in Las Vegas on Monday. Client 360, which ...

The Securities and Exchange Commission (SEC) has raised the dollar thresholds for “qualified client” status under Rule 205-3 of the ...

A KARE 11 investigation has uncovered new allegations that workers paid to care for vulnerable Minnesotans were sleeping on ...

A Washington immigration attorney is now facing a federal civil malpractice lawsuit filed by nine former clients.

WWE Hall of Famer and The Vision manager Paul Heyman has teased the possibility of managing another young WWE star.