An appeal by a former Winnipeg mutual fund consultant who was fined more than $300,000 by Canada's investment regulator for ...

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

In 2021, I co-founded TL James Consulting, an impact consulting firm, to help businesses design and implement their corporate ...

The deal comes 18 months after Fulton acquired failed Republic First Bank’s assets, which gave the Pennsylvania-based lender ...

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external ...

DK/RK Services, a Denver-based accounting firm, announces expanded bookkeeping consultancy services designed to help local ...

These upstart consulting firms are specialized and have an AI-first philosophy, helping them compete with established players like McKinsey.

Consulting remains one of the most sought-after paths for business school graduates. Learn how this Harvard Business School Online student leveraged her certifications to launch her own consulting fir ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a ...

NEXT reports on the differences among malpractice, professional liability, and errors and omissions insurance, highlighting ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Newark, reflects on his experience as a finance student and a member of the Rutgers Road to Consulting Program, which helped ...