Advisor Team with $260M Assets Joins Ameriprise Financial
Mike Lloyd of Oakwood Financial Group says the integrated technology at Ameriprise is “already transforming how we operate and engage with our clients” Financial advisory...
Category : Professional services
Making Science Sells Cloud & Cybersecurity Unit to Lutech
Transaction allows Making Science to focus on its core Digital Marketing and AI business while expanding Lutech’s capabilities and presence in Spain Making Science Group,...
Guidepost Solutions Expands EMEA, Appoints Thomas Courtice
Guidepost Solutions, a global leader in domestic and international investigations, compliance solutions, monitoring, and security and technology consulting, today announced the appointment of Thomas Courtice as regional...
Consertus Launches Global Firm to Transform Capital Projects
Consertus, Inc., backed by Round Table Capital (RTC) Partners, today announces the official launch of a global capital program management and advisory firm that seamlessly...
Ben Schrag Named Chief Strategy Officer at C Street Advisory
New practice builds on C Street’s strategic communications leadership, extending its expertise into performance, growth, and strategic advisory for professional services firms C Street Advisory...
Pomeroy Expands Global Services with Philippines Operations
Following the successful launch of its India Global Services Center, Pomeroy strengthens its international presence and client support capabilities. Pomeroy Technologies, LLC (“Pomeroy”), an industry...
Pearl Meyer Achieves SOC 2 Type 2 Compliance
Firm prioritizes protecting client data and information Underscoring its ongoing commitment to safeguarding client data with the highest standards of security and trust, the executive...
Wealthfront Launches Nasdaq-100 Direct
Wealthfront’s new Nasdaq-100 Direct portfolio combines exposure to the Nasdaq-100 Index® with the added tax benefits of direct indexing and is available for just 0.12%...
MyVest Integrates Tax-Aware Transition Planning into Proposal Generation
Enhancements enable advisors to more efficiently deliver transition plans and personalized proposals for new and existing clients MyVest, a leading provider of enterprise wealth management...
Internicola Law Firm Tops Franchise Law Firm Rankings in U.S.
National franchise law firm earns top spot on Entrepreneur Magazine’s 2025 Top Franchise Suppliers list, recognized by franchisors nationwide. The Internicola Law Firm, P.C. has...
Archer Announces Marc Rollo as Firm President
Announcement follows a strategic succession planning and transition process; positions the firm for continued growth Archer & Greiner P.C. (“Archer”) is pleased to announce that Marc Rollo has...
Fable&Co. Leads the Evolution of Brand in Professional Services
As the boundaries of professional, legal, and financial services continue to blur, brand has become a defining driver of business growth, trust, and differentiation. At...
Fifth Third to Acquire Comerica
Merger Delivers Compelling Value to Shareholders Fifth Third Bancorp (Nasdaq: FITB) and Comerica Incorporated (NYSE: CMA) today announced that they have entered into a definitive...
Harvey Announces €50 million Investment from EQT Growth
Harvey, a global leader in domain-specific AI for legal and professional services, has announced a €50 million strategic investment from EQT Growth to further support the...
Parallel EB joins CAPAdata Beta programme to strengthen pension governance
Parallel Employee Benefits (Parallel EB), the independent employee benefits innovator, announces today a new partnership with CAPAdata, becoming one of the first organisations to join...