This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

*Note to students: Prerequisite may be waived depending on prior work experience. Contact the instructor at [email protected] to discuss your specific situation. This course addresses ...

The Innovative CPA Group, a Shelton, Conn.-based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Innovative CPA Group, ...

The Langston Wealth Management Center at The University of Texas at Austin’s McCombs School of Business has announced a strategic partnership with Wealthtender, the nation’s leading independent ...