Affordability Pressures Persist, while Economic Concerns Rise: Affordability continues to be the primary challenge for buyers, cited by 42% of agents in October. Economic uncertainty remains the ...
The Internal Revenue Service (“IRS” or the “Service”) aggregates, reviews, and analyzes taxpayer data and determines whether ...
Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.
WASHINGTON, DC / ACCESS Newswire / October 7, 2025 / Verisma has once again been named the #1 provider for Release of Information (ROI) solutions in the 2026 Black Book Research survey, extending its ...
New York, NY , Oct. 06, 2025 (GLOBE NEWSWIRE) -- VA MASTERS, the leading virtual assistant recruitment agency specializing in Filipino talent, today released findings from its comprehensive client ...
Hosting an open house is exciting, but the real opportunity comes after the last guest leaves. A well-timed open house follow-up email is often what turns a quick conversation at the door into a real ...
Among High Net Worth clients making gifts in 2025, 25% plan to give more compared to last year. WESTLAKE, Texas--(BUSINESS WIRE)-- Despite a backdrop of market volatility and economic uncertainty ...
A critical shortage of home care workers is forcing providers to turn away clients while triggering widespread revenue losses across the sector, according to a survey conducted last month by the ...
A happy byproduct of Consumer Duty requirements is that more advisers are asking clients for feedback in surveys. This has, of course, always been a good idea, but sometimes a regulatory change is ...
Client feedback is important for any advice firm, particularly those growing by acquisition, says Michael Cope, chief commercial officer at Shackleton. Having a standardised review policy in place ...
Ashley Harwood began her real estate career in 2013 and built a six-figure business as a solo agent before launching Move Over Extroverts, her coaching company for introverted agents, in 2018. She is ...
Firms offering client advisory services (CAS) project their CAS-related revenue to double over the next three years, according to a biennial CPA.com report. Median annual CAS revenue rose 61% since ...
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