Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles, has hired a chief financial officer about a month after its prior finance chief left ...

Forbes contributors publish independent expert analyses and insights. Haniya Rae is a freelance journalist covering lists for Forbes. Atif Zaim, current U.S. consulting leader and deputy chair elect ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ...

O'Keefe LLC, a Bloomfield Hills-based financial consulting firm, has been acquired by Las Vegas-based Province LLC, the companies announced Wednesday. Province is an international firm that focuses on ...

Whether or not publicly traded wealth management firms disclose their headcounts of financial advisors in their quarterly earnings, the number represents a closely watched industry metric. So the ...

NEW YORK--(BUSINESS WIRE)--Compliance Risk Concepts (CRC), an enterprise risk, compliance and business consulting firm for the financial services industry, has acquired Oyster Consulting, LLC (Oyster) ...

EL SEGUNDO, Calif., Nov. 11, 2025 /PRNewswire/ -- Financial Finesse, the company that founded the financial wellness industry in 1999, announced today the appointment of Amar Sharma as Vice President ...

For students stepping onto the campuses of America’s most prestigious universities, one question has become uncomfortably familiar: Should someone intervene to stop top-tier graduates from heading ...