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Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy, a virtual practice management workshop, and the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. An E&Y alumnus, Poe has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. He has authored multiple books, including "The Unplugged Vacation," "Accountant’s Flight Plan: Best Practices for Today’s Firms" and "On Your Own: How to Start Your Own CPA Firm." He is also president of EO Charleston.

The controversial practice generated 80% of the brokerage app's Q2 revenue.

As more and more employees gear up to leave their jobs in a post-pandemic hiring frenzy, economists fear the issue will only get worse.

Lyle Solomon is a principal attorney for the Oak View Law Group in California. Since 2003, he has been a member of the State Bar of California. In 1998, he graduated from the University of the Pacific’s McGeorge School of Law in Sacramento, California.

The ruling could open other similarly closed cases worth hundreds of millions of dollars.

LPL navigates its trickiest relationship with hybrid RIAs, and the stakes are high. After a year marked by hate and violence, Asian American advisors reflect on the industry’s potential.

New survey finds that investors are concentrating on long-term planning, but plans vary widely on when — or if — they will be able to retire.

Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?

Technology is key to how advisors work today, and it has to be understood by clients to get max value.

Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.