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The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.
February 3 -
There comes a time when advisors must decide how much more to grow. Here’s how to make the tough choice.
February 3 -
Omair Taher is a senior associate in Grant Thornton LLP’s Washington National Tax Office. He monitors legislative and regulatory tax developments and provides Grant Thornton’s clients with critical information related to those developments through alerts, thought leadership, webcasts, and presentations.
Dustin Stamper is the Tax Legislative Affairs practice leader and a managing director in Grant Thornton LLP’s Washington National Tax Office. He monitors tax legislative and regulatory developments, and identifies planning opportunities and challenges for Grant Thornton’s clients.
February 2 -
While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.
January 31 -
Adi Rubin is a manager in managed accounting services in the Nonprofit and Social Sector Group of Raffa – Marcum. Reach her at
adi.rubin@marcumllp.com .January 31 -
CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.
January 31 -
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One of the new hires oversees more than $300 million in client assets and has more than 30 years in the business.
January 31 -
To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31 -










