One of the most consistent messages I share with other advisors is this: When working with female clients, lead with empathy and education. Most advisors nod in agreement. But the real question is ...

BDO USA's November 2025 acquisition of Mississippi-based Top 100 Firm Horne helped it bring on the most new Securities and Exchange Commission audit clients in the fourth quarter of the year.

It’s financial advisors’ job to know their clients well—and that uniquely positions them to connect clients to organizations, events, and other clients that align with their interests. This practice ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

Melissa Quinn is a senior reporter for CBSNews.com, where she covers U.S. politics, with a focus on the Supreme Court and federal courts. Washington — A Justice Department and FBI review of the ...

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 ...

April 15th was a lot more than Tax Day for my company. It was the day I learned that I lost not one, but two major clients. One was my oldest client, with me since 2007, and the other was my largest ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...