Out now!

Consultancy.org App

Improve your experience.

Now available in your app store.

AppStore

GooglePlay

Financial Services news in the USA

An overview of news, trends and research in the Financial Services industry in the USA:

ACA Group acquires Global Trading Analytics ACA Group, a governance, risk, and compliance (GRC) consultancy focusing on the financial services industry, has acquired Global Trading Analytics (GTA), a Rutherford, NJ-based transaction cost analysis services firm.
15 April 2025
KPMG US makes three leadership appointments in asset management sector KPMG US has appointed Yesenia Scheker-Izquierdo as national sector leader for asset management and business line leader for asset management and private equity, David Neuenhaus as tax sector leader f
09 April 2025
Iron Road Partners hires Jennifer Conwell as director Iron Road Partners, a New York-based regulatory consulting firm specializing in investment managers, has hired Jennifer Conwell as a director.
13 March 2025
Baringa hires Greg Gambal as partner in financial services practice Baringa, a London-headquartered management consulting firm, has hired Greg Gambal as a partner in its financial services industry practice.
05 March 2025
SRA Consulting hires Robert Mancini as head of new business consulting unit SRA Consulting, a Glen Allen, VA-based financial services industry risk management consultancy, has hired Robert Mancini as a managing director and leader of its newly launched business consulting pr
12 February 2025
BRG adds three ex-Guidehouse consultants to New York office Berkeley Research Group, an Emeryville, CA-headquartered management consultancy, has added three senior hires from Guidehouse to its financial institution advisory practice in New York: Samantha Welc
04 February 2025
Guidehouse adds three partners to financial services segment Guidehouse, a Tysons, VA-based management consulting firm, has hired three new partners in its financial services segment: Diarmuid O'Casey, Li Zheng, and Skander Kechaou.
18 September 2024
Globant to acquire IT consultancy Blankfactor Globant, a Luxembourg-headquartered IT services firm, has agreed to acquire Blankfactor, a Miami-based financial services sector IT consulting firm.
13 September 2024
North Highland adds Michael Drews as vice president North Highland, an Atlanta-headquartered management consulting firm, has hired Michael Drews as vice president and head of the US financial services industry practice.
26 July 2024
SRM acquires Kenneth J. Sole & Associates SRM (Strategic Resource Management), a Memphis, TN-based financial services consultancy, has acquired Kenneth J. Sole & Associates, a Holbrook, NY-based banking IT consulting firm.
12 July 2024
DOJ selects Forensic Risk Alliance as outside monitor for Binance Holdings The US Department of Justice has chosen Forensic Risk Alliance (FRA), a London-based forensic accounting and regulatory consulting firm, to serve as outside monitor of cryptocurrency exchange Binance
21 May 2024
Marshall & Stevens acquires SBA valuation firm Marshall & Stevens, a Los Angeles-headquartered valuation and dispute consulting firm, has acquired Reliant Business Valuation and Reliant Equipment Appraisals, a Cranbury, NJ-based firm focusing on
08 May 2024
RGP to acquire financial services consultancy Reference Point Resources Connection (RGP), an Irvine, CA-headquartered management consultancy, has agreed to acquire Reference Point, a New York-based financial services industry consulting firm.
02 April 2024
EY promotes Shawn Smith to Americas leader for financial services EY has promoted Shawn Smith to Americas financial services organization (FSO) leader.
27 March 2024
Thomas Ciulla joins Treliant as managing director in New York Thomas Ciulla has joined Treliant, a management consulting firm serving the financial services industry, as a managing director in its New York office.
08 September 2023
Jessica Stallmeyer joins Guidehouse as head of financial services Jessica Stallmeyer, formerly of Accenture, has joined consulting firm Guidehouse as a partner and head of its financial services segment.
12 July 2023
ING Americas CIO Michel Houben on the transformation of the IT department When Michel Houben started as CIO of ING Americas, a year and a half ago, he found an excellent IT organization.
08 March 2023
Charles River Associates adds Ozgur Kan as vice president Charles River Associates (CRA), a Boston-headquartered management consultancy, has hired Ozgur Kan, PhD, as a vice president in the firm’s finance practice. He is based in New York.
23 November 2022
ACA Group acquires data specialist Ethos ESG ACA Group, a governance, risk, and compliance (GRC) consultancy focusing on financial services clients, has acquired Ethos ESG, a provider of environmental, social, and governance (ESG) ratings data
22 September 2022
ACA Group buys Focus 1 Associates ACA Group, a governance, risk, and compliance (GRC) consultancy focusing on financial services clients, has acquired Focus 1 Associates, a provider of regulatory compliance services to wealth managem
08 September 2022
Most financial services firms expect cloud investment to increase revenues Most financial services firms (62%) expect cloud investments to increase their revenues in the next two years, while over half (52%) think they will boost profitability, according to research from co
24 February 2022
Mastercard gets deeper into crypto with new consulting practice Mastercard has strengthened its consulting division (“Data and Services”) with a new crypto and digital currency-focused practice, alongside new consulting practices in open banking, open data, and E
24 February 2022
Ex-McKinsey partner pleads guilty to insider trading Puneet Dikshit, a former partner at consulting firm McKinsey & Company, on December 15 pled guilty to a single count of securities fraud in Manhattan federal court.
03 January 2022
Foreside buys New York-based Alaric Compliance Services Foreside, a governance, risk, and compliance (GRC) consultancy focusing on asset managers, has acquired Alaric Compliance Services, a New York-based compliance consulting firm.
13 December 2021
Visa launches crypto consulting practice Visa has launched a new consulting practice to support financial institutions, retailers, and other organizations with cryptocurrency initiatives.
13 December 2021
McKinsey investment fund pays $18 million to SEC for compliance failures MIO Partners, a private investment fund affiliated with consulting firm McKinsey & Company, has agreed to pay an $18-million fine to the US Securities and Exchange Commission over allegations the fund had ina
24 November 2021
ACA and Foreside merge to form one of largest US GRC specialists Genstar Capital has signed a definitive agreement to acquire ACA Group, which it will merge with portfolio company Foreside to create one of the largest governance, risk, and compliance consultancies
22 November 2021
Baker Tilly buys mortgage lending specialist The Compliance Group Baker Tilly US has acquired The Compliance Group, a Carlsbad, CA-based consulting firm specializing in compliance and risk management for mortgage lenders.
11 November 2021
Oliver Wyman unveils new stock market model Oliver Wyman Forum, the management consultancy’s research and leadership community, has unveiled its new Holistic Market Model (HMM) that attempts to more accurately explain the performance of the US
29 October 2021
The Sand Dollar is the world's most advanced 'official' digital currency Dozens of unregulated digital – or ‘crypto’ – currencies are floating around and storming financial markets, prompting central banks globally to develop their own, legally-backed digital tokens.
20 May 2021
Mill Road Capital launches fund focused on diversity and governance Connecticut-based private equity firm Mill Road Capital has launched an ESG-focused investment fund – aimed at promoting a culture of diversity and inclusion at small, listed companies.
14 May 2021
CCG Catalyst and Arizona Banking Association launch fintech council CCG Catalyst, a Phoenix-headquartered bank and fintech consulting firm, has launched the Arizona Fintech Council in partnership with the Arizona Banking Association, the trade association for the sta
19 April 2021

1
2

About Consulting.us

Consultancy.org network

Consultancy.org network

Consultancy.org

Consultancy.org is the world’s premier online platform for the consulting industry with 12 websites globally. Consultancy.org works with 600+ leading consultancies in 100+ countries.

AppStore

GooglePlay