BDO USA's November 2025 acquisition of Mississippi-based Top 100 Firm Horne helped it bring on the most new Securities and Exchange Commission audit clients in the fourth quarter of the year.

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

For small-business leaders, every client feels like a win. After all, securing new customers is the lifeblood of a growing business. But not all clients are created equal. Some can drain your time, ...

Microsoft is announcing some new hardware today, but it’s a bit different from a typical Surface device. The Windows 365 Link, which launches in April for $349, is a mini desktop PC that exists ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

In software development, where technology shifts fast and project demands vary, one thing often stands out as crucial: the strength of the client relationship. Strong client connections aren’t just ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...