Study: Only 40% of Americans satisfied with their financial advice
90% of Americans turn to family & friends for financial guidance, while only 62% seek professional advisors “The Future of Advice,” a new TIAA Institute...
Category : Financial Advisory & Services
Baker Tilly Expands Specialty Tax Services with Invoke Tax Partners
Leading advisory, tax and assurance firm Baker Tilly announces the acquisition of Invoke Tax Partners (Invoke), a nationally recognized state and local tax specialty firm...
Anticipation Builds for Centri Capital Conference at Nasdaq on April 22
Centri Business Consulting, LLC, one of the industry’s fastest-growing and most respected accounting and advisory firms, prepares to welcome attendees from across the capital markets ecosystem...
ARM Welcomes Liam Bodemeaid to Expand Life Settlement Advisory Services
Bodemeaid Strengthens ARM’s Life Settlement Expertise at New London Office Actuarial Risk Management Ltd. (ARM), a leading provider of advisory actuarial consulting services, is expanding its...
Cherry Bekaert Ranks 20 on Accounting Today’s 2025 Top 100 Firms List
The Firm Receives Multiple Prestigious Honors From Accounting Today Cherry Bekaert (the Firm) proudly announces its ranking as number 20 on Accounting Today’s prestigious 2025 Top 100...
Fieldguide Launches Field Agents
Beyond automation to transformation: Field Agents elevate audit and advisory firms by unlocking growth, efficiency, and quality Fieldguide, the leader in professional-grade AI for audit...
KSL Capital Partners Adds Three Industry Veterans as Senior Advisors
Builds Upon Strong Senior Advisor Roster, Providing Further Insights and Support for KSL and Its Global Portfolio of Leading Travel & Leisure Businesses KSL Capital Partners,...
Centaurus Financial Among Top Firms in Percentage of Female Reps
Centaurus Financial, Inc. has been recognized as one of the top 10 U.S. independent broker/dealers with the highest percentage of female registered representatives, according to...
OneMain Financial Elects Andrew D. Macdonald to Board of Directors
OneMain Financial, the leader in offering nonprime customers responsible access to credit, today announced that Andrew D. Macdonald was elected to its Board of Directors, effective immediately. Macdonald is the CEO of Consilio LLC, a global provider of legal technology solutions and...
Egon Zehnder Announces New Global Financial Services Co-Leaders
Egon Zehnder, the world’s premier leadership advisory firm, has appointed Roopa Foley and Loula Lefkaritis as Global Co-Leaders of its Financial Services Practice. Following a...