These additions to Canopy are part of the company’s ongoing commitment to making the work accountants do more efficient. Earlier this year Canopy raised $70 million to continue improving its product.

Canopy announced AI-powered upgrades to its Smart Intake solution. Specifically, the company announced AI-generated client ...

The practice management provider also announced financial service offerings including capital advance program Clio Capital ...

The David and Nicole Tepper Foundation has donated $5 million to the University of South Carolina to enhance its scholarship ...

Patient acquisition, in particular, has been cited across various holistic fields, such as acupuncture, chiropractic, and ...

For many lawyers, the dream of running their own practice represents freedom, flexibility, and the chance to shape their professional destiny. But “hanging your shingle” in today’s legal environment ...

In five years, predicts Jelena Zec, wealth management will look pretty much the same as it does today—from the outside. “I think the human relationship will still be at the heart of it,” says Zec, a ...

After a few years as an attending physician, I found myself looking for new opportunities for professional growth. Recognizing that I was still naïve about the business of medicine, but also knowing ...

Christopher Hogbin will take over as CEO of Lazard Asset Management in December, as current chief Evan Russo steps into an advisory role after almost twenty years at the firm. Hogbin is a seasoned ...