Consulting News

SAN ANTONIO--(BUSINESS WIRE)--USAA Life Insurance Company is expanding its life insurance portfolio to better serve members at every stage of life with a new life insurance offering designed not only to help cover end-of-life expenses, but to encourage meaningful conversations that ensure families are prepared and protected. With the introduction of USAA SecureTM Final Expense Whole Life Insurance, USAA is providing more member value and redefining end-of-life planning not as a transaction, but...

SAN FRANCISCO--(BUSINESS WIRE)--Andersen Global has entered into a Collaboration Agreement with Courdid BV, a Netherlands-based global mobility firm....

HERNDON, Va.--(BUSINESS WIRE)--The transaction marks the close of a highly successful partnership and returns full ownership of ECLAT to its founders and management team....

NEW YORK--(BUSINESS WIRE)--FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of FINNY for Enterprise Teams, a new growth platform purpose-built for centralized marketing and business development teams at large wealth management firms. Mercer Global Advisors, (“Mercer Advisors”) recognized as the #1 independent fiduciary firm by Barron’s and the Best Overall firm for high-net-worth individuals by Wall Stre...

NEW YORK--(BUSINESS WIRE)--Blue Matter today announced the launch of an expanded policy capability to support biopharma clients, led by Milena Sullivan, a Partner who joined the firm in December 2025. Milena Sullivan brings more than 20 years of experience in healthcare policy, advocacy, and market access, advising life science companies, trade associations, and provider organizations on policy issues shaping their business. Prior to joining Blue Matter, she spent almost a decade with Avalere H...

NEW YORK--(BUSINESS WIRE)--ReSource Pro, a leading strategic operations and technology services partner to the insurance industry, today announced the release of the Agency Tech Blueprint, a four-part research series designed to help retail insurance agencies and brokers navigate an increasingly crowded technology landscape. Built on proprietary industry insights, the reports equip agencies to make smarter technology investments and drive operational transformation with added clarity. "This res...

BOSTON--(BUSINESS WIRE)--Integrated Insurance Solutions, a specialized insurance consulting and planning firm, today announced the acquisition of Appel Insurance Advisors, LLC, bringing together two highly experienced teams to deliver sophisticated life insurance, disability income protection, long-term care, estate and business planning strategies for financial advisors across the country. As planning needs grow more complex, advisors are increasingly expected to address longevity, liquidity,...

NEW YORK--(BUSINESS WIRE)--Titan secures $3M in new funding backed by Entropy Ventures to expand development for the industry's most advanced banking native AI models....

SANTA MONICA, Calif.--(BUSINESS WIRE)--ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, is expanding its AI job search offerings with the launch of the ZipRecruiter connector for Claude. ZipRecruiter is bringing its millions of job opportunities to Anthropic's AI assistant, giving job seekers a new way to find work and expanding ZipRecruiter's presence across AI platforms. ZipRecruiter’s job search connector for Claude is built around a visual, easy-to-navigate experience tha...

BOSTON--(BUSINESS WIRE)--Wolf & Company, P.C., a nationally recognized advisory and accounting firm, today announced its Transaction Advisory Services (TAS) practice and the appointment of Phillip Whitaker as Principal and Lead. The practice is purpose-built to serve middle-market companies, private equity sponsors, and investors navigating mergers, acquisitions, and capital transactions, following the repeated interest for such services from legacy Wolf & Company clients. Whitaker join...