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Connor Murdock, CPA, is senior crew with AuditClub, where he executes and reviews audit and assurance procedures to support CPA firms and companies throughout the U.S. He has over five years of external audit and transaction advisory experience at Deloitte and Elliott Davis.

Chris Vanover is the president and chief auditor of CPAClub, which offers CPAs-as-a-service through a flexible and fractional membership model. He previously worked at Squar Milner, PwC and the Public Company Accounting Oversight Board.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.

Giving serious thought to plan benefits and costs early on will attract top talent and establish a workplace where employees know their personal well-being is valued.

More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?

This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.

Steve Voss serves as Vice President of Independent Business Consulting at Raymond James. Drawing on more than 15 years of business consulting experience, he has partnered with hundreds of financial advisors across the country to establish their independent businesses. 

The information is technically out there, but FINRA critics contend the regulator should be doing more to make the public aware of advisors with dubious pasts.

Eugenie Casier is director of governance, risk and compliance for Clausematch.