Perplexity unveiled Computer for Counsel on June 24 — a legal-specific configuration of its agentic platform that routes tasks across more than 20 frontier AI models while connecting to the document ...

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 ...

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 ...

Taylor Kovar is the CEO and founder of 11 Financial, where he specializes in personal financial planning, business growth strategies, and tax optimization. He is recognized as a three-time ...

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 ...

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.

Social media and giving apps expedite the process of helping women with unplanned pregnancies. Tears filled Tierra McCarty’s eyes as she saw her cellphone notifications pop up, one after another.

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 ...

A federal grand jury charged a New Orleans criminal defense lawyer on Friday with wire fraud, accusing her of stealing $250,000 from a client’s family for a bogus settlement she claimed to have ...

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, ...