There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

Learn about what financial consultants are and the various services they offer. Find out if you need one and how to find the ...

Two members of EY’s financial due diligence team, led by partner Steve Clark, are set to join ex-PwC partner Rob Silverwood’s ...

As financial institutions continue to navigate increasing uncertainty, Delfi, an AI-native risk management platform, and CFO Consulting Partners LLC (CFOCP), a team of C-level financial experts, ...

Jan Timmermann, Malvinder Singh and Rakhi Williams join the firm as Senior Managing Directors and Irina Bakanova joins as a Managing Director. Their arrival strengthens the firm’s investment in its ...

Cary Carbonaro shares how empathy and communication help advisors better serve women clients and prepare for wealth transfer ...

Veteran dealmaker Jason Ehrlich steps into a newly created role as the Las Vegas-based hybrid RIA leans harder into M&A and ...

A company and its directors avoided penalties for late filing of financial statements after submitting them within thirty ...

The same job can feel very different depending on whether you’re on payroll or contract. Here’s what shifts financially, ...

FTI Consulting appointed four senior hires in its transformation practices in London. Jan Timmermann, Malvinder Singh and Rakhi Williams join ...

Deciding to sell your business is one of the biggest financial steps you will ever take. It requires clarity, preparation, and a strong understanding of the market. That is why many owners turn ...