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The firm suffered from market volatility in the fourth quarter.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

Aurora Tancock is president and owner of Aurora Tancock Financial Services, a financial planning firm located in Ontario, Canada.

Amy Franko is a business development leader turned entrepreneur, sales keynote speaker, and author, most recently of "The Modern Seller." She’s passionate about two things professionally: sales and leadership. She works with insurance organizations and professional services firms to improve sales results and build future sales leaders.

Jean Marie Caragher is president of Capstone Marketing, providing marketing consulting services to CPA firms. Download her free eBook, Client Satisfaction Surveys for Accounting Firms: The Answers to Your Most Frequently Asked Questions. Contact her at 727.210.7306 or jcaragher@capstonemarketing.com.

Amina Doleh is a staff tax accountant for Maloney + Novotny LLC. She graduated from Baldwin Wallace University with a Masters of Business Administration and is currently working towards earning her CPA. She was born and raised in Cleveland and still lives in the Cleveland area.

The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.

Sen. Thom Tillis, R-N.C., is a member of the Senate Banking Committee.

As Blancco’s vice president of cloud and data center erasure, Fredrik Forslund brings over 15 years of experience in IT security to the role. He previously founded SafeIT, a security software company focusing on encryption and selective data erasure. With a keen eye for streamlining corporate IT security efficiencies and maintaining compliance with data privacy legislation, he is regarded as a thought leader among customers and partners.