BDO USA's November 2025 acquisition of Mississippi-based Top 100 Firm Horne helped it bring on the most new Securities and Exchange Commission audit clients in the fourth quarter of the year.

It’s financial advisors’ job to know their clients well—and that uniquely positions them to connect clients to organizations, events, and other clients that align with their interests. This practice ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

WhatsApp is popular among international and young clients seeking to communicate with legal counsel, per litigators. Lawyers are concerned about the privacy and preservation of clients' confidential ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Jeffrey Epstein’s former lawyer has claimed the convicted sex offender never created a “client list,” and said there was no suggestion that President Trump had done “anything improper or even ...

Melissa Quinn is a senior reporter for CBSNews.com, where she covers U.S. politics, with a focus on the Supreme Court and federal courts. Washington — A Justice Department and FBI review of the ...