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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). My guest on today's podcast is Travis Hornsby.

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SEIA Hires Finance, Consulting and Accounting Vet as CFO

Wealth Management

Reverence Capital-backed SEIA quickly replaced an open CFO slot with Stephen Masterson shortly after hiring new President Matt Matrisian from AssetMark and bolstering its senior leadership team.

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Mariner Adds $292B Institutional Consulting Firm

Wealth Management

Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.

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BNY Pershing Lays Off Business Consulting Group, Product Staff

Wealth Management

Sources close to the company say the clearing and custody firm has let go of its business consulting group and half a dozen people in its product group, just a week after its annual INSITE conference.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

It's time to embrace a whole new personality as a skilled business consultant and finally become a business consulting firm. For some, the transition will be easy. For others, it will be a significant challenge. No matter where you are in the process, you need to be aware of the challenges and opportunities.

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Hightower Takes Majority Stake in Institutional Consultant NEPC

Wealth Management

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

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Wholesale Used Car Prices Decreased in October; Down 3.2% Year-over-year

Calculated Risk

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 3.2%

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The Ultimate Finance Toolkit: Proven Strategies For Impact And Efficiency

Speaker: Duke Heninger

With the rise of fractional finance roles, many CFOs, FP&A professionals, controllers, and accountants are stepping into independent consulting. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting.