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IMA CEO Thomson foresees 'megatrends' for accountants this year

Institute of Management Accountants president and CEO Jeff Thomson is predicting six mega trends in the finance and accounting profession this year.

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New CFP Board demographic data shows growth in number of Black and Hispanic CFPs

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

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Ex-Ameriprise advisor launches Haystack Financial Planning

Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.

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Why wealth management needs emotional intelligence

Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.

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The biggest stories in accounting for 2020

The pandemic reshaped the profession throughout the year and will continue to do so in 2021.

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