Dann Allen joined Financial Services Intelligence at J.D. Power in 2021 to work with U.S. banks using multiple industry benchmark studies, proprietary research, consulting and performance improvement ...

HBK, a Top 50 accounting, consulting and wealth management firm, acquired the human resources consulting firm Acuity Human ...

Pennsylvania-based financial services consulting company. Most acquisitions include a window where the seller is responsible for a smooth transition, he says. Advisors selling their business ...

FS Vector, which is backed by Stone-Goff Partners, has acquired Approved Licensing, a US-based tech-enabled financial services licensing platform. No financial terms were disclosed. Headquartered in ...