Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Nobody likes a surprise letter from the IRS. But for financial advisors with clients who get audited, the unpleasantness presents an opportunity. By getting up to speed on how the dreaded process ...

Wolters Kluwer announced the release of new AI-powered features for client collaboration and audit engagements for its CCH Axcess suite of solutions at the CCH Connections User Conference in ...

Tone at the top and appropriate deployment of personnel are among the most important indicators of a quality audit, according to a survey of CPA firms performed by the AICPA. The Practice Monitoring ...

Editor’s note: The information contained in this article is specific to the auditing and assurance landscape on or about the date it was authored, including references to Generally Accepted Auditing ...

PwC Australia has initiated a global pilot programme that will see its clients transition to a $1bn (A$1.53bn) AI-native audit platform. The platform is designed to streamline the audit process, ...

Quick Summary Managing audits across departments, regulations, and stakeholders can quickly become complex for modern enterprises. This guide cuts through the noise by spotlighting the top seven audit ...