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

BOSTON, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Wise Financial Consulting, a trusted advisor to both acquisitive companies and business owners preparing for sale, has elevated its deal-making capabilities ...

Stacey Cerniuk, founder and chief executive of the Annex Consulting Group, tells FP Entrepreneur, why his firm could have been called 'I win, you win' Stacey Cerniuk, developed an innovative method ...

CI Financial Corp. CIX-T chief executive officer Kurt MacAlpine is a former McKinsey & Co. partner using a classic consultant’s approach to building the asset manager. If you’ve been following ...

The combined firm will be known as CRC-Oyster Buddy Doyle, founding principal and CEO of Oyster, will become a member of the executive leadership Team at CRC-Oyster MidOcean made a significant growth ...

LPL Financial has added to its suite of business solutions with new services focused on helping the firm’s nearly 23,500 advisors with technology, talent and investments. The independent broker/dealer ...

MCLEAN, Va., July 22, 2025--(BUSINESS WIRE)--CrossCountry Consulting, a leading business advisory firm, today announced the appointment of Jerry Lombardo as Chief Financial Officer (CFO). Lombardo ...

Doug Spooler, a Cape Girardeau-based insurance professional with Farmers Insurance, has been conferred the Chartered Financial Consultant (ChFC) designation by the American College of Financial ...