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Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.

Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Jerry Maginnis, CPA, is a retired KPMG partner who served as the managing partner of the firm's Philadelphia office. He currently sits on several public company boards and is the author of "Advice for a Successful Career in the Accounting Profession"

Jason Stverak is the chief advocacy officer of the Defense Credit Union Council.

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

Souvik Das is chief product and technology officer at Clearwater Analytics. He was most recently CTO at Zenefits, where he led all product development, operations, infrastructure, information security and information technology. He served as senior vice president of engineering at Grand Rounds prior to Zenefits and prior to that served as chief technology officer at Capital One Auto Finance, leading all of engineering for the multibillion-dollar business unit. At Capital One, he led the migration of COAF's on-prem infrastructure to public cloud, and the modernization of COAF's technical stack. Before that, he spent a decade at PayPal, where he held a number of increasingly responsible management positions in software engineering including leading the merchant technology team, a global team of several hundred engineers.

Jessica Ayre is a content marketing specialist at Text Request, a business texting solution.

The new rules may slow the deletion of valuable public records, but FINRA should take the issue out of arbitration altogether.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.