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 ...

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 ...

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 ...

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 ...

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 ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...