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.

Often, the key to winning clients is more about competing for the trust of a potential customer as opposed to positioning yourself against other service providers. You’ve got to show prospective ...

As financial advisors, we have two paths we can take. The easy path is to create a portfolio that’s simple for clients to understand and emotionally accept, even if it’s not the most tax-efficient.

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 ...

WhatsApp is popular among international and young clients seeking to communicate with legal counsel, per litigators. Lawyers are concerned about the privacy and preservation of clients' confidential ...

I was exhausted. My B2B fulfillment business had grown rapidly and was doing $1.2 million annually, but finding new clients was a grind. I was trapped in an endless cycle of networking events, cold ...

NEW YORK, May 5 (Reuters) - JPMorgan Chase's (JPM.N), opens new tab artificial-intelligence tools enabled it to boost sales to wealthy clients and manage scores of requests from worried customers even ...

I work as an interior designer at a boutique firm in a major metropolitan area. I earn six figures, and a very healthy commission. My clients are wealthy — they are the 1% who think I am there to ...

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 ...

For small-business leaders, every client feels like a win. After all, securing new customers is the lifeblood of a growing business. But not all clients are created equal. Some can drain your time, ...

Edward Jones is launching its first private client set of services designed specifically for high-net-worth clients in the United States. Edward Jones Generations will be open to select clients ...