Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

With the Inflation Reduction Act upping the IRS' budget by $80 billion over the next 10 years, it's reasonable to expect more audits in your clients' futures. Processing Content Perry Green is chief ...

Nobody likes a surprise letter from the IRS. But for financial advisors with clients who get audited, the unpleasantness presents an opportunity. Processing Content By getting up to speed on how the ...

Wolters Kluwer announced the release of new AI-powered features for client collaboration and audit engagements for its CCH Axcess suite of solutions at the CCH Connections User Conference in ...

Auditors are expected to comply with the requirements in AU-C Section 240, Consideration of Fraud in a Financial Statement Audit, in conducting financial statement audits. As academics who perform ...

The U.S. firm of PricewaterhouseCoopers plans to stop offering some types of consulting services to its SEC-registered audit clients to provide greater independence, and will cut the compensation of ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

PwC Australia has initiated a global pilot programme that will see its clients transition to a $1bn (A$1.53bn) AI-native audit platform. The platform is designed to streamline the audit process, ...