By coordinating with a client’s other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
Day: July 29, 2026
Overconfidence in AI governance means safety takes a back seat to speed
While almost everyone is talking the talk on AI governance and control, recent data suggests far fewer are walking the walk, to the detriment of organizations.
Senate Dems plan amendment banning Trump audit immunity deal
Democrats on the Senate Finance Committee plan to introduce an amendment prohibiting President Trump’s audit immunity deal with the IRS during a markup hearing.
IRS marks National Whistleblower Day
The Internal Revenue Service is highlighting the role of tipsters in exposing tax fraud and helping it recover unpaid taxes and strengthen tax compliance.
Grant Thornton to acquire CBIZ for $5B
Upon the historic deal’s closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.