The end of the year provides a rare opportunity for financial advisors to connect with clients and prospects without a ...

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 ...

Waterloo Capital Family Office Services, a provider of comprehensive family office reporting and fractional family office ...

Agile Consulting Group, Inc., provides sales tax recovery, audit defense, and other business services, so they avoid ...

Aalis Management Consulting and its mostly military staff help government run. Its secrets are preparation, persistence, and ...

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 ...

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 ...

Financial strategist Viktoriia Piesova, founder of Maxwell Finance, has spent more than two decades helping companies replace that chaos with structure and confidence.

Understanding the ADA tax credit is one thing, but strategically leveraging it is another. Here’s how leaders can turn ...

Financial advisors offer comprehensive financial planning while financial consultants specialize in target areas. Compare ...

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