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News
Acquisitions could be solving the succession crisis, so why aren't they?
5+ day, 19+ hour ago (911+ words) They work for a short term-reward that is entirely divorced from the long-term success of the practice...That apathy begins to affect the client experience, and before long it affects the revenue, too....
Using AI to decode client behavior
1+ week, 4+ day ago (813+ words) When clients have been with you for a long time, you naturally amass a sizable database of information...Consequently, clients feel more comfortable and valued, which enhances retention in the long run....However, not identifying these signs early can lead…...
Thomson Reuters develops independent AI frontier model 'Thomson' in push for 'AI sovereignty"
2+ week, 4+ day ago (413+ words) allows for complete control over the space but also builds equity in an actual asset that is owned long...people, research, infrastructure, experimentation and model-development capabilities built over a much longer...
NFL and midterm elections set up prediction markets for a critical fall season
1+ day, 3+ hour ago (839+ words) That will continue so long as the markets continue to get the majority of their volume from sports offerings...
Meet the 2026 Best Midsized and Large Firms to Work For
3+ day, 15+ hour ago (133+ words) Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy's long-term accountant, as an executor...
Meet the 2026 Best Small Firms to Work For
3+ day, 15+ hour ago (135+ words) Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy's long-term accountant, as an executor...
On the move: RKL installs new CEO
1+ week, 2+ day ago (148+ words) Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred...
Statement on Proposed Amendments to the SEC’s Transfer Agent Rules
1+ week, 5+ day ago (156+ words) The Commission has waited far too long to make common-sense updates to its transfer agent rules....
What offshoring vendors don't want you to know
1+ week, 2+ day ago (266+ words) Investors who have taken advantage of opportunity zones may be facing hefty tax bills on their long-deferred...
Sharon Osbourne files to remove accountant as executor to Ozzy's estate
4+ day, 16+ hour ago (280+ words) Sharon Osbourne filed to remove Colin Newman, her late husband Ozzy Osbourne's long-term accountant,...