Jared Tanimoto began his career at several insurance broker-dealer firms, selling commission-based products before founding Sedai Wealth, a fee-only Registered Investment Advisor company. He has also ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

More young people have been picking stocks recently and many of them don’t think about the impact of taxes on their investment returns until the tax bill comes due.

AUSTIN, Texas & GRAND RAPIDS, Mich.--(BUSINESS WIRE)--CertifID, the company that created the wire fraud protection category in real estate, today announced the launch of the CertifID Client Experience ...

In a relatively strong quarter for new Securities and Exchange Commission audit clients overall, Big Four firm KPMG took the lead, followed closely by Deloitte and CBIZ. Processing Content KPMG added ...

Logistics and transportation companies like UPS and FedEx now have a new competitor—but it's not a new name. Amazon created a service called Amazon Supply Chain Services, bringing many services to ...

Two billion-dollar firms — CBIZ CPAs and Baker Tilly — pulled in by far the most new Securities and Exchange Commission audit clients in 2025, thanks to two different mega-mergers. M&A also gave a ...

Anthropic (ANTHRO) has added an array of new plugins for its Claude Cowork offering, which expands the types of enterprises and the departments it is capable of working within. The new plugins cover ...

Family always comes first, but more advisors are relying on accountants and lawyers for referrals, according to a new study from Cerulli Associates. Centers of Influence, or COIs, could be CPAs, ...

Every few years, the financial advice industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirtysomethings ...

Riot Games has announced a substantial overhaul to League of Legends after the 2026 season, including a new client, visuals, and game modes. The franchise's executive producer Paul Bellezza said these ...

Microsoft is working to resolve a known issue that prevents some users from opening Excel email attachments in the new Outlook client. According to a service alert (EX1189359) seen by BleepingComputer ...