Velocity Advisory Group Launches Activating Greatness, an Executive Podcast on Leadership, Culture, and Strategy PHILADELPHIA, Jan.…
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Kirk Badii Appointed to Independent Financial Group’s President’s Advisory Council
Fiduciary advisor Kirk Badii brings an independent, relationship-driven perspective to IFG’s senior leadership council SOUTHLAKE, Texas,…
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Phaneesh Murthy Advisory Roles Drive New IT Services Leadership Strategy
When Phaneesh Murthy stepped into advisory roles at three distinctly different technology companies—InfoBeans, CriticalRiver, and Covasant…
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Racing forward: Tax firm leadership strategies for the era of AI, advisory & private equity
The tax, audit & accounting industry is undergoing a paradigm shift — driven by consolidation, private…
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Lessons for Financial Advisory Firms
In December 2021, JPMorgan Chase agreed to pay $200 million in fines for failing to monitor…
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NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business
NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business Acquisition consolidates…
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Marquis Who’s Who Honors Adam Guli for Expertise in International Business Strategy and Strategic Advisory Services
His people-centered approach prioritizes understanding what motivates individuals behind businesses and witnessing their success brings him…
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