Two billion-dollar firms — CBIZ CPAs and Baker Tilly — pulled in by far the most new Securities and Exchange Commission audit clients in 2025, thanks to two different mega-mergers. M&A also gave a ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage discusses the architectural ...

LONDON, March 11 (Reuters) - Shell (SHEL.L), opens new tab, the world's largest liquefied natural gas ‌trader, has declared force majeure on LNG cargoes it buys from QatarEnergy and sells to its ...

It’s financial advisors’ job to know their clients well—and that uniquely positions them to connect clients to organizations, events, and other clients that align with their interests. This practice ...

Family always comes first, but more advisors are relying on accountants and lawyers for referrals, according to a new study from Cerulli Associates. Centers of Influence, or COIs, could be CPAs, ...

Lately, as layoffs escalate and finding new jobs gets harder, a growing number of people are launching their own consulting firms. (If you’re one of them, be sure to read Inc.’s quick-start guide to ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

JPMorgan launched its Special Advisory Services initiative on Monday, which is aimed at providing key clients with access to consulting services drawn from the investment bank's own practices. The new ...

An Ideal Client Profile is a snapshot of who you serve best and why. It consists of core demographics and identity, aspirations and desired outcomes, pain points and problems, decision-making drivers, ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

Morgan Stanley on Friday told its financial advisors that the firm was broadening access to crypto investments to all clients and allowing such investments in any type of account, including retirement ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...