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PHILADELPHIA--(BUSINESS WIRE)--RISR, a business owner engagement platform for financial advisors, announced the launch of its AI-powered document analysis and risk management module...

PARSIPPANY, N.J.--(BUSINESS WIRE)--“OnePoint BFG”, a dynamic wealth advisory and financial planning firm, announced the onboarding of Sam Cari as chief strategy officer....

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, LLC (“Summit”), a preeminent financial planning and wealth management firm with over 43 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph W. Spada, CFP® has been named the firm's 2025 Leading Financial Advisor for an unprecedented 28th consecutive year. Spada's consistent recognition as a leading fin...

ATLANTA--(BUSINESS WIRE)--Sovos, the always-on tax compliance company, today released The Speed of Regulatory Change and AI Are Redefining Global Tax Compliance, a new survey report examining how CFOs in finance, manufacturing, and retail companies are navigating escalating regulatory complexity and the role artificial intelligence is beginning to play in their compliance strategies. The report, conducted by Studio ID on behalf of Sovos, surveyed 300 globally and U.S.-based, senior finance exec...

NEW YORK--(BUSINESS WIRE)--Transfix, a leading transportation management system (TMS) provider for freight brokers and 3PLs, today launched a built-in broker accounting dashboard that consolidates shipment-level financial data inside the same workflow operations teams already use. The capability rolls out to Transfix TMS customers this quarter. The new accounting dashboard for freight brokerage finance teams brings statement details, one-click reprints, revenue trends, and shipper credit limit...

NEW YORK--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting today announced the general availability of CCH Axcess Workflow powered by Expert AI, a new product enhancement that brings intelligent, AI-driven scheduling recommendations directly into the CCH Axcess platform. The solution helps tax and accounting firms automatically match the right staff to the right work at the right time, reducing administrative burden and improving productivity across firm operations. Powered by Wolters Kluwe...

DALLAS--(BUSINESS WIRE)--VMG Health has acquired Community Link Consulting, a deliberate next step in VMG Health’s Safety Net Practice strategy....

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the agentic automation platform for accounting firms and their clients, today announced Workpaper Suite Intelligence, a new set of capabilities within its Workpaper Suite designed to transform how audit and engagement teams turn raw client data into completed workpapers. Workpaper Suite Intelligence embeds AI directly into Excel workpapers and reduces the manual work associated with data extraction and document interpretation. It includes two AI-powere...

BOSTON--(BUSINESS WIRE)--Wolf & Company, P.C., a nationally recognized accounting and advisory firm, announced today Nelson Obando will lead the dedicated Artificial Intelligence Practice. Built to meet clients at their current stage of maturity, the practice supports organizations as they move from AI exploration to responsible scale with a governance-first approach. Organizations are under growing pressure to leverage AI safely, responsibly, and at scale. According to a recent survey of f...

CHICAGO--(BUSINESS WIRE)--William Blair today announced it has entered into a definitive agreement to acquire Inner Circle Sports, a leading boutique investment bank focused on the global sports, media, and entertainment ecosystem. The transaction, subject to customary closing conditions and regulatory approval, expands William Blair’s investment banking platform and underscores the firm’s continued commitment to building advisory and capital markets capabilities aligned with long-term client n...