CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP® as Director of Knowledge for Practice

Steven Spielberg

“Matt is an accomplished psychologist and financial planner with an exceptional background in designing and developing curriculums in CFP® certification education,” said CFP Board CEO Kevin R. Keller, CAE. “With his focus on the interplay of personal finance and psychology, Matt has already helped train more than 10,000 advisors. In […]

Sherlonda Goode-Jones, Partner and Public Sector Financial Services Practice Leader at Guidehouse, Named 2022 Global Leader in Consulting

Steven Spielberg

25-year industry veteran’s award recognizes excellence in client service for building trust, forging innovation WASHINGTON, Jan. 24, 2022 /PRNewswire/ — Sherlonda Goode-Jones, partner in the Public Sector Financial Services practice at Guidehouse, a leading global provider of consulting services to public sector and commercial clients, has been named one of […]

Ricardo Gomez and Christoph Schlossarek Join FTI Consulting to Lead Forensic Investigations and Compliance Practice in Germany

Steven Spielberg

LONDON, Oct. 11, 2021 (GLOBE NEWSWIRE) — FTI Consulting, Inc. (NYSE: FCN) today announced the expansion of its capabilities in Germany with the appointment of Dr Ricardo Gomez and Christoph Schlossarek as Senior Managing Directors within the Forensic and Litigation Consulting segment. Dr Gomez and Mr Schlossarek, who are based […]

Raymond James Launches “Practice Exchange,” a Robust and Holistic Succession Planning Platform for Financial Advisors

Steven Spielberg

ST. PETERSBURG, Fla., Oct. 11, 2021 (GLOBE NEWSWIRE) — Building on its industry-leading succession and acquisition planning support for financial advisors, Raymond James has launched “Practice Exchange,” a robust and holistic succession planning platform for Raymond James advisors, according to Robert Goff, vice president, Succession & Acquisition Planning at Raymond […]

Finance Leader Tom Alexander Joins CrossCountry Consulting’s National Business Transformation Practice

Steven Spielberg

MCLEAN, Va., Sept. 7, 2021 /PRNewswire/ — CrossCountry Consulting, a leading business advisory firm, today announced that Tom Alexander has been appointed Partner in the firm’s national Business Transformation practice. A highly experienced finance leader skilled in spearheading agile transformation, digitalizing legacy finance processes, and improving operating margins, Alexander will […]

Subscribe US Now