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Female-founded startups receive less that 3% of all global funding, a report found.

Celiza (Lisa) Bragança, a former SEC branch chief, is a co-author of the study, a Board member of the PIABA Foundation, and a Chicago area attorney at Bragança Law.

Jason Doss is the president of the PIABA Foundation and an Atlanta area attorney.

CEO Dan Arnold described the firm's multipronged strategy for further growth.

In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.

Ron Kral, CPA, CMA, CGMA, is a partner of Kral Ussery LLC, a public accounting firm delivering SEC and accounting advisory services, litigation support, and internal audits. He is a member of four of the five COSO sponsoring organizations; the American Institute of CPAs, FEI, the Institute of Internal Auditors, and the Institute of Management Accountants. Reach him at RKral@KralUssery.com.

The downside for their clients, however, is it may obscure just how much credit risk they’re exposing themselves to.

Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.

A successful financial plan is contingent on the success of the whole family, according to an expert.

Stewart A. Grubman is the partner-in-charge of the Bethesda, Maryland, office of Top 100 Firm PKF O’Connor Davies and has over 35 years of experience in public accounting. His main focus is on auditing and tax services for affordable and special needs housing. He is a specialist in insured and subsidized multifamily housing with expertise in the areas of Syndicated Lower Tier and Upper Tier Partnerships, Low-Income Housing Tax Credits , HUD, RD, and state-financed housing programs. In addition, he is nationally recognized as a lecturer on HUD and LIHTC audit-related topics.